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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 | $1,355,320 | $81,696+1559.0% | $70,494+1822.6% | $158,982+752.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.42% | 208.70%-187.3pp | 109.16%-87.7pp | 302.99%-281.6pp |
| Employer contribution / active EE | $5,392 | $3,220+67.4% | $2,738+96.9% | $4,763+13.2% |
| Participant deferral / active EE | $15,080 | $4,558+230.9% | $3,711+306.4% | $5,983+152.0% |
| Admin fee / account holder | $16,694 | $6,200+169.3% | $3,848+333.8% | $11,252+48.4% |