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 | $1,327,053 | $209,424+533.7% | $178,510+643.4% | $158,988+734.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.78% | 188.82%-135.0pp | 151.13%-97.3pp | 303.00%-249.2pp |
| Employer contribution / active EE | $2,857 | $5,707-49.9% | $5,011-43.0% | $4,763-40.0% |
| Participant deferral / active EE | $6,753 | $5,955+13.4% | $5,202+29.8% | $5,983+12.9% |
| Admin fee / account holder | $173,292 | $17,080+914.6% | $13,988+1138.9% | $11,252+1440.1% |