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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 | $1,133,486 | $209,405+441.3% | $178,486+535.1% | $158,931+613.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.02% | 188.77%-160.7pp | 151.08%-123.1pp | 302.86%-274.8pp |
| Employer contribution / active EE | $25,840 | $5,707+352.8% | $5,011+415.7% | $4,761+442.7% |
| Participant deferral / active EE | $21,353 | $5,954+258.6% | $5,202+310.5% | $5,982+256.9% |
| Admin fee / account holder | $15,362 | $17,076-10.0% | $13,985+9.8% | $11,247+36.6% |