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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 | $159,934+586.1% | $147,005+646.4% | $145,959+651.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $7,790 | $5,287+47.3% | $4,934+57.9% | $4,661+67.1% |
| Participant deferral / active EE | $4,794 | $8,427-43.1% | $8,070-40.6% | $6,689-28.3% |
| Admin fee / account holder | $109,259 | $15,053+625.8% | $13,006+740.1% | $13,398+715.5% |