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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 | $1,041,367 | $183,592+467.2% | $155,574+569.4% | $145,877+613.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.36% | 61.37%-22.0pp | 64.87%-25.5pp | 551.28%-511.9pp |
| Employer contribution / active EE | $1,818 | $5,317-65.8% | $4,676-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $8,031 | $6,466+24.2% | $5,629+42.7% | $6,691+20.0% |
| Admin fee / account holder | $31,455 | $19,316+62.8% | $15,914+97.7% | $13,402+134.7% |