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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 | $1,409,005 | $209,422+572.8% | $178,503+689.3% | $158,982+786.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.29% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $24,476 | $5,707+328.9% | $5,011+388.4% | $4,763+413.9% |
| Participant deferral / active EE | $15,000 | $5,955+151.9% | $5,202+188.3% | $5,983+150.7% |
| Admin fee / account holder | $5,172 | $17,079-69.7% | $13,987-63.0% | $11,252-54.0% |