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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 | $1,066,429 | $165,361+544.9% | $149,715+612.3% | $158,950+570.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.28% | 348.24%-333.0pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $18,667 | $5,103+265.8% | $4,645+301.9% | $4,762+292.0% |
| Participant deferral / active EE | $9,268 | $7,182+29.1% | $6,842+35.5% | $5,983+54.9% |
| Admin fee / account holder | $22,925 | $10,808+112.1% | $9,310+146.3% | $11,248+103.8% |