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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 | $160,028+647.0% | $147,080+712.8% | $145,884+719.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.60%-88.2pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $16,508 | $5,286+212.3% | $4,933+234.6% | $4,662+254.1% |
| Participant deferral / active EE | $16,193 | $8,422+92.3% | $8,066+100.7% | $6,690+142.1% |
| Admin fee / account holder | $13,054 | $15,030-13.1% | $12,989+0.5% | $13,392-2.5% |