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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 | $1,267,754 | $85,171+1388.5% | $172,753+633.9% | $72,976+1637.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.27% | 27.32%-4.1pp | 803.00%-779.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $30,889 | $3,324+829.3% | $5,144+500.5% | $2,440+1165.9% |
| Participant deferral / active EE | $18,573 | $3,260+469.7% | $5,198+257.3% | $3,608+414.8% |
| Admin fee / account holder | $40,562 | $5,880+589.8% | $13,956+190.7% | $5,124+691.6% |