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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 | $1,368,470 | $209,422+553.4% | $178,503+666.6% | $158,982+760.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.50% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $37,350 | $5,707+554.5% | $5,011+645.3% | $4,763+684.2% |
| Participant deferral / active EE | $24,143 | $5,955+305.4% | $5,202+364.1% | $5,983+303.5% |
| Admin fee / account holder | $9,838 | $17,079-42.4% | $13,987-29.7% | $11,252-12.6% |