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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 | $1,038,217 | $217,432+377.5% | $185,851+458.6% | $167,553+519.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.54% | 148.43%-135.9pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $25,635 | $5,874+336.4% | $5,168+396.0% | $4,840+429.7% |
| Participant deferral / active EE | $24,125 | $6,357+279.5% | $5,569+333.2% | $6,343+280.4% |
| Admin fee / account holder | $10,270 | $19,820-48.2% | $16,245-36.8% | $12,316-16.6% |