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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 | $1,268,151 | $90,614+1299.5% | $76,089+1566.7% | $145,877+769.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.28% | 623.80%-609.5pp | 360.94%-346.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $23,333 | $3,324+601.9% | $2,690+767.4% | $4,663+400.4% |
| Participant deferral / active EE | $13,900 | $5,168+169.0% | $4,259+226.4% | $6,691+107.8% |
| Admin fee / account holder | $7,982 | $8,376-4.7% | $6,418+24.4% | $13,402-40.4% |