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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 | $1,492,846 | $175,259+751.8% | $149,723+897.1% | $139,487+970.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.01% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $47,821 | $5,478+772.9% | $4,821+891.9% | $4,755+905.8% |
| Participant deferral / active EE | $31,429 | $6,522+381.9% | $5,682+453.1% | $6,713+368.2% |
| Admin fee / account holder | $27,645 | $16,158+71.1% | $13,215+109.2% | $11,407+142.3% |