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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 | $1,594,141 | $217,427+633.2% | $185,837+757.8% | $167,518+851.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.77% | 148.39%-127.6pp | 122.08%-101.3pp | 478.71%-457.9pp |
| Employer contribution / active EE | $38,605 | $5,874+557.2% | $5,168+647.0% | $4,838+697.9% |
| Participant deferral / active EE | $24,274 | $6,357+281.8% | $5,568+335.9% | $6,342+282.7% |
| Admin fee / account holder | $59,060 | $19,816+198.0% | $16,241+263.6% | $12,312+379.7% |