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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 | $1,070,674 | $154,754+591.9% | $124,206+762.0% | $138,895+670.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 12.87% | 709.28%-696.4pp | 515.27%-502.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $31,552 | $4,446+609.6% | $3,540+791.2% | $4,194+652.3% |
| Participant deferral / active EE | $10,712 | $4,621+131.8% | $3,968+170.0% | $6,396+67.5% |
| Admin fee / account holder | $1,517 | $6,690-77.3% | $5,929-74.4% | $12,562-87.9% |