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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 | $209,422+466.1% | $178,503+564.2% | $158,982+645.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.43% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $37,500 | $5,707+557.1% | $5,011+648.3% | $4,763+687.3% |
| Participant deferral / active EE | $22,381 | $5,955+275.8% | $5,202+330.2% | $5,983+274.0% |
| Admin fee / account holder | $15,468 | $17,079-9.4% | $13,987+10.6% | $11,252+37.5% |