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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 | $1,038,159 | $180,749+474.4% | $160,784+545.7% | $137,256+656.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.74% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $12,196 | $4,155+193.5% | $3,733+226.7% | $4,156+193.5% |
| Participant deferral / active EE | $19,420 | $6,844+183.7% | $6,293+208.6% | $6,407+203.1% |
| Admin fee / account holder | $69,327 | $10,397+566.8% | $9,717+613.5% | $12,270+465.0% |