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 | $1,874,272 | $175,269+969.4% | $149,740+1151.7% | $139,500+1243.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 41.00% | 166.87%-125.9pp | 134.51%-93.5pp | 373.99%-333.0pp |
| Employer contribution / active EE | $2,114 | $5,478-61.4% | $4,821-56.1% | $4,755-55.5% |
| Participant deferral / active EE | $7,819 | $6,522+19.9% | $5,683+37.6% | $6,713+16.5% |
| Admin fee / account holder | $64,840 | $16,167+301.1% | $13,222+390.4% | $11,410+468.3% |