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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 | $1,140,798 | $217,432+424.7% | $185,849+513.8% | $167,536+580.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.91% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $11,362 | $5,875+93.4% | $5,169+119.8% | $4,839+134.8% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $953,956 | $19,818+4713.5% | $16,244+5772.8% | $12,315+7646.6% |