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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 | $1,273,623 | $159,934+696.3% | $147,005+766.4% | $145,959+772.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $25,008 | $5,287+373.0% | $4,934+406.8% | $4,661+436.6% |
| Participant deferral / active EE | $4,500 | $8,427-46.6% | $8,070-44.2% | $6,689-32.7% |
| Admin fee / account holder | $37,804 | $15,053+151.1% | $13,006+190.7% | $13,398+182.2% |