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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 | $1,063,249 | $160,070+564.2% | $147,117+622.7% | $145,897+628.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $18,427 | $5,285+248.7% | $4,932+273.6% | $4,663+295.2% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $9,904 | $15,035-34.1% | $12,993-23.8% | $13,390-26.0% |