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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 | $1,281,997 | $155,840+722.6% | $124,694+928.1% | $167,553+665.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.30% | 17.98%-3.7pp | 5144.82%-5130.5pp | 478.89%-464.6pp |
| Employer contribution / active EE | $24,564 | $4,165+489.8% | $3,325+638.9% | $4,840+407.6% |
| Participant deferral / active EE | $15,351 | $5,675+170.5% | $4,615+232.6% | $6,343+142.0% |
| Admin fee / account holder | $23,510 | $9,536+146.6% | $7,495+213.7% | $12,316+90.9% |