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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 | $1,404,351 | $176,105+697.4% | $159,474+780.6% | $167,536+738.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.77% | 331.91%-312.1pp | 263.68%-243.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $12,527 | $5,299+136.4% | $4,831+159.3% | $4,839+158.9% |
| Participant deferral / active EE | $11,810 | $7,751+52.4% | $7,353+60.6% | $6,342+86.2% |
| Admin fee / account holder | $35,690 | $12,559+184.2% | $10,802+230.4% | $12,315+189.8% |