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 | $1,309,330 | $198,456+559.8% | $170,435+668.2% | $147,587+787.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.22% | 257.31%-243.1pp | 205.94%-191.7pp | 578.60%-564.4pp |
| Employer contribution / active EE | $36,844 | $6,183+495.9% | $5,432+578.2% | $4,876+655.6% |
| Participant deferral / active EE | $23,250 | $5,629+313.0% | $4,939+370.7% | $5,439+327.5% |
| Admin fee / account holder | $20,656 | $16,852+22.6% | $13,881+48.8% | $10,886+89.8% |