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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 | $1,571,993 | $175,257+797.0% | $149,717+950.0% | $139,456+1027.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.28% | 166.70%-143.4pp | 134.41%-111.1pp | 373.45%-350.2pp |
| Employer contribution / active EE | $51,128 | $5,477+833.6% | $4,820+960.8% | $4,753+975.8% |
| Participant deferral / active EE | $25,391 | $6,521+289.4% | $5,682+346.9% | $6,711+278.3% |
| Admin fee / account holder | $107,063 | $16,156+562.7% | $13,213+710.3% | $11,407+838.6% |