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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 | $1,012,171 | $100,938+902.8% | $90,461+1018.9% | $158,982+536.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.12% | 1727.20%-1714.1pp | 1294.76%-1281.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $12,734 | $3,691+245.0% | $3,264+290.1% | $4,763+167.4% |
| Participant deferral / active EE | $8,667 | $4,350+99.3% | $3,964+118.6% | $5,983+44.8% |
| Admin fee / account holder | $8,184 | $6,510+25.7% | $5,617+45.7% | $11,252-27.3% |