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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 | $1,704,811 | $217,432+684.1% | $185,849+817.3% | $167,536+917.6% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.11% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $38,500 | $5,875+555.4% | $5,169+644.9% | $4,839+695.6% |
| Participant deferral / active EE | $26,722 | $6,357+320.3% | $5,569+379.9% | $6,342+321.3% |
| Admin fee / account holder | $8,333 | $19,818-58.0% | $16,244-48.7% | $12,315-32.3% |