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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 | $1,122,165 | $152,619+635.3% | $125,195+796.3% | $152,909+633.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.67% | 54.85%-38.2pp | 43.79%-27.1pp | 345.46%-328.8pp |
| Employer contribution / active EE | $29,214 | $4,947+490.5% | $3,866+655.7% | $4,764+513.2% |
| Participant deferral / active EE | $16,629 | $5,869+183.3% | $4,937+236.8% | $5,851+184.2% |
| Admin fee / account holder | $123,050 | $13,437+815.7% | $9,704+1168.0% | $11,601+960.7% |