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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 | $1,234,588 | $185,830+564.4% | $170,004+626.2% | $139,427+785.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.79% | 60.52%-38.7pp | 53.39%-31.6pp | 373.27%-351.5pp |
| Employer contribution / active EE | $11,134 | $7,591+46.7% | $6,786+64.1% | $4,752+134.3% |
| Participant deferral / active EE | $50,076 | $11,622+330.9% | $10,408+381.1% | $6,711+646.2% |
| Admin fee / account holder | $1,607 | $15,381-89.5% | $12,816-87.5% | $11,404-85.9% |