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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 | $1,533,243 | $183,988+733.3% | $162,177+845.4% | $152,897+902.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.96% | 150.79%-125.8pp | 115.60%-90.6pp | 345.43%-320.5pp |
| Employer contribution / active EE | $22,351 | $6,370+250.9% | $5,613+298.2% | $4,764+369.2% |
| Participant deferral / active EE | $16,359 | $8,032+103.7% | $7,297+124.2% | $5,851+179.6% |
| Admin fee / account holder | $12,761 | $13,123-2.8% | $10,843+17.7% | $11,599+10.0% |