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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 | $1,063,458 | $88,778+1097.9% | $81,844+1199.4% | $145,884+629.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1033.03%-1020.8pp | 778.87%-766.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $8,167 | $3,087+164.6% | $2,916+180.0% | $4,662+75.2% |
| Participant deferral / active EE | $10,000 | $4,648+115.1% | $4,323+131.3% | $6,690+49.5% |
| Admin fee / account holder | $4,462 | $8,430-47.1% | $7,355-39.3% | $13,392-66.7% |