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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 | $1,238,503 | $175,231+606.8% | $149,696+727.3% | $139,466+788.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.59% | 166.77%-143.2pp | 134.46%-110.9pp | 373.66%-350.1pp |
| Employer contribution / active EE | $20,883 | $5,478+281.2% | $4,821+333.2% | $4,754+339.3% |
| Participant deferral / active EE | $13,445 | $6,521+106.2% | $5,682+136.6% | $6,712+100.3% |
| Admin fee / account holder | $4,498 | $16,155-72.2% | $13,212-66.0% | $11,409-60.6% |