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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 | $1,151,581 | $124,175+827.4% | $108,405+962.3% | $167,553+587.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 17.11% | 1380.13%-1363.0pp | 905.55%-888.4pp | 478.89%-461.8pp |
| Employer contribution / active EE | $26,443 | $4,188+531.4% | $3,559+643.0% | $4,840+446.4% |
| Participant deferral / active EE | $12,592 | $6,908+82.3% | $6,563+91.9% | $6,343+98.5% |
| Admin fee / account holder | $124,606 | $9,457+1217.6% | $7,297+1607.7% | $12,316+911.7% |