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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 | $1,046,594 | $160,070+553.8% | $147,117+611.4% | $145,897+617.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $4,997 | $5,285-5.4% | $4,932+1.3% | $4,663+7.2% |
| Participant deferral / active EE | $17,605 | $8,419+109.1% | $8,065+118.3% | $6,689+163.2% |
| Admin fee / account holder | $27,482 | $15,035+82.8% | $12,993+111.5% | $13,390+105.2% |