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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 | $1,061,161 | $209,422+406.7% | $178,503+494.5% | $158,982+567.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.35% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $12,930 | $5,707+126.6% | $5,011+158.0% | $4,763+171.5% |
| Participant deferral / active EE | $8,069 | $5,955+35.5% | $5,202+55.1% | $5,983+34.9% |
| Admin fee / account holder | $4,691 | $17,079-72.5% | $13,987-66.5% | $11,252-58.3% |