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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 | $1,080,506 | $175,259+516.5% | $149,723+621.7% | $139,487+674.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.7pp |
| Employer contribution / active EE | $8,604 | $5,478+57.1% | $4,821+78.5% | $4,755+81.0% |
| Participant deferral / active EE | $19,070 | $6,522+192.4% | $5,682+235.6% | $6,713+184.1% |
| Admin fee / account holder | $133,103 | $16,158+723.8% | $13,215+907.2% | $11,407+1066.8% |