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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 | $1,543,358 | $198,457+677.7% | $170,435+805.5% | $147,586+945.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.35% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.2pp |
| Employer contribution / active EE | $32,099 | $6,183+419.1% | $5,432+490.9% | $4,876+558.2% |
| Participant deferral / active EE | $19,450 | $5,629+245.5% | $4,939+293.8% | $5,439+257.6% |
| Admin fee / account holder | $93,386 | $16,852+454.1% | $13,881+572.8% | $10,886+757.9% |