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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 | $1,057,480 | $175,259+503.4% | $149,723+606.3% | $139,487+658.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.29% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $49,492 | $5,478+803.4% | $4,821+926.5% | $4,755+940.9% |
| Participant deferral / active EE | $27,213 | $6,522+317.3% | $5,682+378.9% | $6,713+305.4% |
| Admin fee / account holder | $315,803 | $16,158+1854.4% | $13,215+2289.8% | $11,407+2668.4% |