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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 | $1,291,235 | $209,422+516.6% | $178,503+623.4% | $158,982+712.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.28% | 188.81%-166.5pp | 151.12%-128.8pp | 302.99%-280.7pp |
| Employer contribution / active EE | $36,373 | $5,707+537.4% | $5,011+625.9% | $4,763+663.7% |
| Participant deferral / active EE | $16,606 | $5,955+178.9% | $5,202+219.2% | $5,983+177.5% |
| Admin fee / account holder | $1,916 | $17,079-88.8% | $13,987-86.3% | $11,252-83.0% |