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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 | $1,195,479 | $160,070+646.8% | $147,117+712.6% | $145,897+719.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $16,508 | $5,285+212.4% | $4,932+234.7% | $4,663+254.1% |
| Participant deferral / active EE | $16,193 | $8,419+92.3% | $8,065+100.8% | $6,689+142.1% |
| Admin fee / account holder | $13,054 | $15,035-13.2% | $12,993+0.5% | $13,390-2.5% |