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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 | $1,221,483 | $209,425+483.3% | $178,499+584.3% | $158,966+668.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.47% | 188.80%-154.3pp | 151.10%-116.6pp | 302.95%-268.5pp |
| Employer contribution / active EE | $37,123 | $5,707+550.4% | $5,011+640.8% | $4,762+679.5% |
| Participant deferral / active EE | $20,471 | $5,955+243.8% | $5,202+293.5% | $5,983+242.1% |
| Admin fee / account holder | $154,584 | $17,078+805.2% | $13,986+1005.3% | $11,250+1274.1% |