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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 | $1,016,654 | $160,040+535.3% | $147,096+591.1% | $145,877+596.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.6pp |
| Employer contribution / active EE | $10,211 | $5,289+93.1% | $4,936+106.9% | $4,663+119.0% |
| Participant deferral / active EE | $20,100 | $8,429+138.5% | $8,071+149.0% | $6,691+200.4% |
| Admin fee / account holder | $112,595 | $15,050+648.1% | $13,005+765.8% | $13,402+740.1% |