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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 | $1,008,964 | $112,933+793.4% | $90,970+1009.1% | $158,982+534.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.42% | 215.82%-207.4pp | 134.60%-126.2pp | 302.99%-294.6pp |
| Employer contribution / active EE | $14,958 | $2,893+417.0% | $2,122+605.0% | $4,763+214.1% |
| Participant deferral / active EE | $8,667 | $4,128+110.0% | $3,373+157.0% | $5,983+44.8% |
| Admin fee / account holder | $25,641 | $8,047+218.7% | $5,961+330.2% | $11,252+127.9% |