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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 | $1,214,641 | $217,432+458.6% | $185,849+553.6% | $167,536+625.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.20% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $35,667 | $5,875+507.1% | $5,169+590.1% | $4,839+637.1% |
| Participant deferral / active EE | $19,335 | $6,357+204.1% | $5,569+247.2% | $6,342+204.9% |
| Admin fee / account holder | $45,610 | $19,818+130.1% | $16,244+180.8% | $12,315+270.4% |