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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 | $1,287,234 | $121,701+957.7% | $104,639+1130.2% | $158,982+709.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.13% | 465.72%-453.6pp | 340.67%-328.5pp | 302.99%-290.9pp |
| Employer contribution / active EE | $34,242 | $3,165+981.8% | $2,682+1176.9% | $4,763+618.9% |
| Participant deferral / active EE | $4,000 | $4,176-4.2% | $3,738+7.0% | $5,983-33.1% |
| Admin fee / account holder | $8,344 | $7,778+7.3% | $6,465+29.0% | $11,252-25.8% |