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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 | $1,276,959 | $175,259+628.6% | $149,723+752.9% | $139,487+815.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.98% | 166.82%-150.8pp | 134.50%-118.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $8,981 | $5,478+63.9% | $4,821+86.3% | $4,755+88.9% |
| Participant deferral / active EE | $22,592 | $6,522+246.4% | $5,682+297.6% | $6,713+236.6% |
| Admin fee / account holder | $45,105 | $16,158+179.1% | $13,215+241.3% | $11,407+295.4% |