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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 | $1,115,618 | $209,425+432.7% | $178,499+525.0% | $158,966+601.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.09% | 188.80%-176.7pp | 151.10%-139.0pp | 302.95%-290.9pp |
| Employer contribution / active EE | $17,282 | $5,707+202.8% | $5,011+244.9% | $4,762+262.9% |
| Participant deferral / active EE | $18,586 | $5,955+212.1% | $5,202+257.3% | $5,983+210.6% |
| Admin fee / account holder | $7,069 | $17,078-58.6% | $13,986-49.5% | $11,250-37.2% |