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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 | $1,175,303 | $175,257+570.6% | $149,717+685.0% | $139,456+742.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.60% | 166.70%-139.1pp | 134.41%-106.8pp | 373.45%-345.9pp |
| Employer contribution / active EE | $40,691 | $5,477+643.0% | $4,820+744.3% | $4,753+756.2% |
| Participant deferral / active EE | $21,456 | $6,521+229.0% | $5,682+277.6% | $6,711+219.7% |
| Admin fee / account holder | $69,456 | $16,156+329.9% | $13,213+425.7% | $11,407+508.9% |