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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 | $1,085,590 | $175,257+519.4% | $149,717+625.1% | $139,456+678.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 28.56% | 166.70%-138.1pp | 134.41%-105.9pp | 373.45%-344.9pp |
| Employer contribution / active EE | $31,224 | $5,477+470.1% | $4,820+547.8% | $4,753+557.0% |
| Participant deferral / active EE | $20,295 | $6,521+211.2% | $5,682+257.2% | $6,711+202.4% |
| Admin fee / account holder | $2,037 | $16,156-87.4% | $13,213-84.6% | $11,407-82.1% |