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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 | $1,593,753 | $209,425+661.0% | $178,499+792.9% | $158,966+902.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.53% | 188.80%-176.3pp | 151.10%-138.6pp | 302.95%-290.4pp |
| Employer contribution / active EE | $36,071 | $5,707+532.0% | $5,011+619.8% | $4,762+657.4% |
| Participant deferral / active EE | $22,559 | $5,955+278.8% | $5,202+333.6% | $5,983+277.0% |
| Admin fee / account holder | $4,245 | $17,078-75.1% | $13,986-69.7% | $11,250-62.3% |