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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 | $1,348,741 | $209,428+544.0% | $178,498+655.6% | $158,950+748.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.54% | 188.78%-173.2pp | 151.09%-135.6pp | 302.91%-287.4pp |
| Employer contribution / active EE | $39,933 | $5,707+599.7% | $5,011+696.9% | $4,762+738.6% |
| Participant deferral / active EE | $25,069 | $5,955+321.0% | $5,202+381.9% | $5,983+319.0% |
| Admin fee / account holder | $1,795 | $17,077-89.5% | $13,985-87.2% | $11,248-84.0% |