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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 | $1,386,495 | $160,070+766.2% | $147,117+842.4% | $145,897+850.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.54% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $26,943 | $5,285+409.9% | $4,932+446.2% | $4,663+477.9% |
| Participant deferral / active EE | $15,789 | $8,419+87.5% | $8,065+95.8% | $6,689+136.0% |
| Admin fee / account holder | $274,820 | $15,035+1727.8% | $12,993+2015.2% | $13,390+1952.4% |