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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 | $1,187,504 | $217,432+446.1% | $185,849+539.0% | $167,536+608.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.62% | 148.42%-127.8pp | 122.10%-101.5pp | 478.82%-458.2pp |
| Employer contribution / active EE | $20,923 | $5,875+256.1% | $5,169+304.8% | $4,839+332.4% |
| Participant deferral / active EE | $13,924 | $6,357+119.0% | $5,569+150.0% | $6,342+119.5% |
| Admin fee / account holder | $56,838 | $19,818+186.8% | $16,244+249.9% | $12,315+361.6% |