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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 | $1,033,403 | $225,673+357.9% | $203,872+406.9% | $155,188+565.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.47% | 95.91%-79.4pp | 85.11%-68.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $16,003 | $4,099+290.5% | $3,757+325.9% | $4,248+276.7% |
| Participant deferral / active EE | $17,240 | $6,893+150.1% | $6,388+169.9% | $6,531+164.0% |
| Admin fee / account holder | $8,483 | $12,327-31.2% | $11,730-27.7% | $14,480-41.4% |