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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 | $1,051,018 | $183,978+471.3% | $162,171+548.1% | $152,885+587.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.04% | 150.78%-134.7pp | 115.60%-99.6pp | 345.39%-329.3pp |
| Employer contribution / active EE | $32,045 | $6,370+403.1% | $5,613+470.9% | $4,763+572.8% |
| Participant deferral / active EE | $20,500 | $8,033+155.2% | $7,297+180.9% | $5,851+250.4% |
| Admin fee / account holder | $45,683 | $13,122+248.1% | $10,843+321.3% | $11,598+293.9% |