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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 | $1,152,368 | $198,457+480.7% | $170,435+576.1% | $147,586+680.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.96% | 257.30%-239.3pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $27,062 | $6,183+337.7% | $5,432+398.2% | $4,876+455.0% |
| Participant deferral / active EE | $15,083 | $5,629+167.9% | $4,939+205.4% | $5,439+177.3% |
| Admin fee / account holder | $17,338 | $16,852+2.9% | $13,881+24.9% | $10,886+59.3% |