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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 | $1,840,454 | $209,425+778.8% | $178,499+931.1% | $158,966+1057.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 51.50% | 188.80%-137.3pp | 151.10%-99.6pp | 302.95%-251.4pp |
| Employer contribution / active EE | $7,917 | $5,707+38.7% | $5,011+58.0% | $4,762+66.2% |
| Participant deferral / active EE | $9,338 | $5,955+56.8% | $5,202+79.5% | $5,983+56.1% |
| Admin fee / account holder | $41,627 | $17,078+143.7% | $13,986+197.6% | $11,250+270.0% |