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 | $1,593,753 | $209,424+661.0% | $178,510+792.8% | $158,988+902.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.53% | 188.82%-176.3pp | 151.13%-138.6pp | 303.00%-290.5pp |
| Employer contribution / active EE | $36,071 | $5,707+532.0% | $5,011+619.8% | $4,763+657.3% |
| Participant deferral / active EE | $22,559 | $5,955+278.8% | $5,202+333.6% | $5,983+277.0% |
| Admin fee / account holder | $4,245 | $17,080-75.1% | $13,988-69.7% | $11,252-62.3% |