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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 | $1,373,399 | $209,422+555.8% | $178,503+669.4% | $158,982+763.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.03% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $28,693 | $5,707+402.8% | $5,011+472.6% | $4,763+502.4% |
| Participant deferral / active EE | $17,589 | $5,955+195.4% | $5,202+238.1% | $5,983+194.0% |
| Admin fee / account holder | $31,750 | $17,079+85.9% | $13,987+127.0% | $11,252+182.2% |