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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 | $160,070+535.1% | $147,117+591.1% | $145,897+596.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 98.69%-79.0pp | 420.54%-400.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $10,211 | $5,285+93.2% | $4,932+107.0% | $4,663+119.0% |
| Participant deferral / active EE | $20,100 | $8,419+138.7% | $8,065+149.2% | $6,689+200.5% |
| Admin fee / account holder | $112,595 | $15,035+648.9% | $12,993+766.6% | $13,390+740.9% |