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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 | $1,211,859 | $209,422+478.7% | $178,503+578.9% | $158,982+662.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.88% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $21,646 | $5,707+279.3% | $5,011+332.0% | $4,763+354.5% |
| Participant deferral / active EE | $12,929 | $5,955+117.1% | $5,202+148.5% | $5,983+116.1% |
| Admin fee / account holder | $8,303 | $17,079-51.4% | $13,987-40.6% | $11,252-26.2% |