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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 | $1,463,819 | $175,259+735.2% | $149,723+877.7% | $139,487+949.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 166.82%-145.5pp | 134.50%-113.2pp | 373.84%-352.5pp |
| Employer contribution / active EE | $42,119 | $5,478+668.8% | $4,821+773.6% | $4,755+785.8% |
| Participant deferral / active EE | $24,750 | $6,522+279.5% | $5,682+335.6% | $6,713+268.7% |
| Admin fee / account holder | $10,952 | $16,158-32.2% | $13,215-17.1% | $11,407-4.0% |