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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 | $1,217,420 | $124,175+880.4% | $108,405+1023.0% | $167,553+626.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.63% | 1380.13%-1357.5pp | 905.55%-882.9pp | 478.89%-456.3pp |
| Employer contribution / active EE | $11,492 | $4,188+174.4% | $3,559+222.9% | $4,840+137.5% |
| Participant deferral / active EE | $12,194 | $6,908+76.5% | $6,563+85.8% | $6,343+92.2% |
| Admin fee / account holder | $5,802 | $9,457-38.6% | $7,297-20.5% | $12,316-52.9% |