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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 | $1,230,637 | $176,120+598.7% | $159,487+671.6% | $167,553+634.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.57% | 331.95%-307.4pp | 263.71%-239.1pp | 478.89%-454.3pp |
| Employer contribution / active EE | $3,965 | $5,299-25.2% | $4,831-17.9% | $4,840-18.1% |
| Participant deferral / active EE | $13,600 | $7,752+75.4% | $7,354+84.9% | $6,343+114.4% |
| Admin fee / account holder | $58,333 | $12,561+364.4% | $10,804+439.9% | $12,316+373.6% |