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 | $1,356,245 | $198,456+583.4% | $170,435+695.8% | $147,587+818.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.46% | 257.31%-241.9pp | 205.94%-190.5pp | 578.60%-563.1pp |
| Employer contribution / active EE | $29,598 | $6,183+378.7% | $5,432+444.8% | $4,876+507.0% |
| Participant deferral / active EE | $14,826 | $5,629+163.4% | $4,939+200.2% | $5,439+172.6% |
| Admin fee / account holder | $26,386 | $16,852+56.6% | $13,881+90.1% | $10,886+142.4% |