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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 | $225,673+360.0% | $203,872+409.2% | $155,188+569.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.74% | 95.91%-81.2pp | 85.11%-70.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $12,196 | $4,099+197.6% | $3,757+224.6% | $4,248+187.1% |
| Participant deferral / active EE | $19,420 | $6,893+181.7% | $6,388+204.0% | $6,531+197.3% |
| Admin fee / account holder | $69,327 | $12,327+462.4% | $11,730+491.0% | $14,480+378.8% |