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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 | $1,095,068 | $175,259+524.8% | $149,723+631.4% | $139,487+685.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 22.41% | 166.82%-144.4pp | 134.50%-112.1pp | 373.84%-351.4pp |
| Employer contribution / active EE | $36,250 | $5,478+561.7% | $4,821+651.9% | $4,755+662.4% |
| Participant deferral / active EE | $16,435 | $6,522+152.0% | $5,682+189.2% | $6,713+144.8% |
| Admin fee / account holder | $60,596 | $16,158+275.0% | $13,215+358.5% | $11,407+431.2% |