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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 | $1,224,964 | $175,259+598.9% | $149,723+718.2% | $139,487+778.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 45.00% | 166.82%-121.8pp | 134.50%-89.5pp | 373.84%-328.8pp |
| Employer contribution / active EE | $4,139 | $5,478-24.4% | $4,821-14.2% | $4,755-12.9% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $65,847 | $16,158+307.5% | $13,215+398.3% | $11,407+477.2% |