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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 | $1,129,646 | $159,978+606.1% | $147,041+668.3% | $145,978+673.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.79% | 98.36%-81.6pp | 419.21%-402.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $32,176 | $5,288+508.4% | $4,935+552.0% | $4,662+590.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,648 | $15,053-9.3% | $13,006+4.9% | $13,400+1.8% |