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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 | $1,370,150 | $156,927+773.1% | $121,169+1030.8% | $139,456+882.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.08% | 1475.85%-1464.8pp | 986.71%-975.6pp | 373.45%-362.4pp |
| Employer contribution / active EE | $10,665 | $5,542+92.4% | $4,168+155.9% | $4,753+124.4% |
| Participant deferral / active EE | $17,625 | $4,848+263.5% | $4,083+331.7% | $6,711+162.6% |
| Admin fee / account holder | $11,563 | $6,946+66.5% | $5,645+104.8% | $11,407+1.4% |