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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 | $1,202,960 | $166,131+624.1% | $164,975+629.2% | $145,877+724.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.95% | 100.37%-86.4pp | 70.12%-56.2pp | 551.28%-537.3pp |
| Employer contribution / active EE | $27,333 | $5,276+418.1% | $4,343+529.4% | $4,663+486.2% |
| Participant deferral / active EE | $7,667 | $6,962+10.1% | $6,033+27.1% | $6,691+14.6% |
| Admin fee / account holder | $18,651 | $16,648+12.0% | $12,688+47.0% | $13,402+39.2% |