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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 | $1,238,948 | $198,457+524.3% | $170,435+626.9% | $147,586+739.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.04% | 257.30%-246.3pp | 205.94%-194.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $24,755 | $6,183+300.4% | $5,432+355.7% | $4,876+407.6% |
| Participant deferral / active EE | $12,533 | $5,629+122.6% | $4,939+153.7% | $5,439+130.4% |
| Admin fee / account holder | $13,522 | $16,852-19.8% | $13,881-2.6% | $10,886+24.2% |