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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 | $1,294,561 | $160,070+708.7% | $147,117+780.0% | $145,897+787.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 23.40% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $31,352 | $5,285+493.3% | $4,932+535.6% | $4,663+572.4% |
| Participant deferral / active EE | $24,999 | $8,419+196.9% | $8,065+210.0% | $6,689+273.7% |
| Admin fee / account holder | $87,398 | $15,035+481.3% | $12,993+572.7% | $13,390+552.7% |