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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 | $1,194,743 | $156,970+661.1% | $121,210+885.7% | $139,487+756.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 1477.10%-1462.4pp | 987.41%-972.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $29,984 | $5,546+440.6% | $4,171+618.9% | $4,755+530.6% |
| Participant deferral / active EE | $15,000 | $4,849+209.3% | $4,084+267.3% | $6,713+123.5% |
| Admin fee / account holder | $24,388 | $6,947+251.1% | $5,647+331.9% | $11,407+113.8% |