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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 | $1,953,889 | $209,422+833.0% | $178,503+994.6% | $158,982+1129.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.89% | 188.81%-148.9pp | 151.12%-111.2pp | 302.99%-263.1pp |
| Employer contribution / active EE | $2,526 | $5,707-55.7% | $5,011-49.6% | $4,763-47.0% |
| Participant deferral / active EE | $7,475 | $5,955+25.5% | $5,202+43.7% | $5,983+24.9% |
| Admin fee / account holder | $2,859 | $17,079-83.3% | $13,987-79.6% | $11,252-74.6% |