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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 | $1,248,885 | $175,259+612.6% | $149,723+734.1% | $139,487+795.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.74% | 166.82%-143.1pp | 134.50%-110.8pp | 373.84%-350.1pp |
| Employer contribution / active EE | $37,683 | $5,478+587.8% | $4,821+681.6% | $4,755+692.5% |
| Participant deferral / active EE | $26,734 | $6,522+309.9% | $5,682+370.5% | $6,713+298.3% |
| Admin fee / account holder | $154,382 | $16,158+855.4% | $13,215+1068.2% | $11,407+1253.4% |