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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 | $217,427+424.7% | $185,837+513.9% | $167,518+581.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.91% | 148.39%-135.5pp | 122.08%-109.2pp | 478.71%-465.8pp |
| Employer contribution / active EE | $11,362 | $5,874+93.4% | $5,168+119.9% | $4,838+134.8% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $953,956 | $19,816+4714.0% | $16,241+5773.6% | $12,312+7647.9% |