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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 | $1,054,874 | $208,088+406.9% | $186,193+466.5% | $154,746+581.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 49.22% | 89.97%-40.8pp | 78.03%-28.8pp | 172.34%-123.1pp |
| Employer contribution / active EE | $14,473 | $4,340+233.5% | $3,918+269.4% | $4,379+230.5% |
| Participant deferral / active EE | $7,750 | $7,078+9.5% | $6,513+19.0% | $6,730+15.2% |
| Admin fee / account holder | $2,927 | $11,698-75.0% | $11,058-73.5% | $14,365-79.6% |