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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 | $1,077,094 | $209,428+414.3% | $178,498+503.4% | $158,950+577.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.46% | 188.78%-176.3pp | 151.09%-138.6pp | 302.91%-290.4pp |
| Employer contribution / active EE | $16,208 | $5,707+184.0% | $5,011+223.4% | $4,762+240.4% |
| Participant deferral / active EE | $9,454 | $5,955+58.8% | $5,202+81.7% | $5,983+58.0% |
| Admin fee / account holder | $342 | $17,077-98.0% | $13,985-97.6% | $11,248-97.0% |