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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 | $1,409,207 | $159,934+781.1% | $147,005+858.6% | $145,959+865.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 65.70% | 98.24%-32.5pp | 418.76%-353.1pp | 561.95%-496.3pp |
| Employer contribution / active EE | $30,625 | $5,287+479.2% | $4,934+520.7% | $4,661+557.1% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $12,538 | $15,053-16.7% | $13,006-3.6% | $13,398-6.4% |