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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 | $160,040+736.5% | $147,096+810.1% | $145,877+817.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.40% | 98.49%-69.1pp | 419.75%-390.3pp | 551.28%-521.9pp |
| Employer contribution / active EE | $47,239 | $5,289+793.1% | $4,936+857.0% | $4,663+913.1% |
| Participant deferral / active EE | $61,000 | $8,429+623.7% | $8,071+655.8% | $6,691+811.7% |
| Admin fee / account holder | $56,131 | $15,050+273.0% | $13,005+331.6% | $13,402+318.8% |