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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 | $1,215,178 | $157,304+672.5% | $141,197+760.6% | $152,909+694.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.24% | 64.34%-31.1pp | 71.41%-38.2pp | 345.46%-312.2pp |
| Employer contribution / active EE | $10,071 | $5,263+91.4% | $4,736+112.6% | $4,764+111.4% |
| Participant deferral / active EE | $12,322 | $7,111+73.3% | $6,710+83.6% | $5,851+110.6% |
| Admin fee / account holder | $25,292 | $12,126+108.6% | $10,265+146.4% | $11,601+118.0% |