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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 | $1,185,582 | $209,405+466.2% | $178,486+564.2% | $158,931+646.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.43% | 188.77%-178.3pp | 151.08%-140.7pp | 302.86%-292.4pp |
| Employer contribution / active EE | $37,500 | $5,707+557.1% | $5,011+648.4% | $4,761+687.6% |
| Participant deferral / active EE | $22,381 | $5,954+275.9% | $5,202+330.2% | $5,982+274.1% |
| Admin fee / account holder | $15,468 | $17,076-9.4% | $13,985+10.6% | $11,247+37.5% |