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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 | $1,097,266 | $160,040+585.6% | $147,096+646.0% | $145,877+652.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,790 | $5,289+47.3% | $4,936+57.8% | $4,663+67.1% |
| Participant deferral / active EE | $4,794 | $8,429-43.1% | $8,071-40.6% | $6,691-28.3% |
| Admin fee / account holder | $109,259 | $15,050+626.0% | $13,005+740.1% | $13,402+715.2% |