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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 | $1,197,174 | $175,259+583.1% | $149,723+699.6% | $139,487+758.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.76% | 166.82%-144.1pp | 134.50%-111.7pp | 373.84%-351.1pp |
| Employer contribution / active EE | $15,766 | $5,478+187.8% | $4,821+227.0% | $4,755+231.6% |
| Participant deferral / active EE | $12,555 | $6,522+92.5% | $5,682+120.9% | $6,713+87.0% |
| Admin fee / account holder | $27,925 | $16,158+72.8% | $13,215+111.3% | $11,407+144.8% |