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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 | $1,321,629 | $160,040+725.8% | $147,096+798.5% | $145,877+806.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.19% | 98.49%-86.3pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $31,669 | $5,289+498.7% | $4,936+541.6% | $4,663+579.2% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $8,737 | $15,050-41.9% | $13,005-32.8% | $13,402-34.8% |