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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,022,051 | $175,259+483.2% | $149,723+582.6% | $139,487+632.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.84% | 166.82%-146.0pp | 134.50%-113.7pp | 373.84%-353.0pp |
| Employer contribution / active EE | $13,842 | $5,478+152.7% | $4,821+187.1% | $4,755+191.1% |
| Participant deferral / active EE | $11,736 | $6,522+80.0% | $5,682+106.5% | $6,713+74.8% |
| Admin fee / account holder | $15,219 | $16,158-5.8% | $13,215+15.2% | $11,407+33.4% |