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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 | $1,338,674 | $160,070+736.3% | $147,117+809.9% | $145,897+817.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.40% | 98.69%-69.3pp | 420.54%-391.1pp | 552.29%-522.9pp |
| Employer contribution / active EE | $47,239 | $5,285+793.9% | $4,932+857.7% | $4,663+913.1% |
| Participant deferral / active EE | $61,000 | $8,419+624.5% | $8,065+656.4% | $6,689+811.9% |
| Admin fee / account holder | $56,131 | $15,035+273.3% | $12,993+332.0% | $13,390+319.2% |