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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 | $1,149,221 | $150,446+663.9% | $136,297+743.2% | $147,585+678.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.37% | 1049.14%-1028.8pp | 5156.19%-5135.8pp | 578.58%-558.2pp |
| Employer contribution / active EE | $27,736 | $5,256+427.7% | $4,696+490.7% | $4,876+468.8% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $20,150 | $10,906+84.8% | $9,244+118.0% | $10,886+85.1% |