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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 | $1,087,014 | $209,425+419.0% | $178,499+509.0% | $158,966+583.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.07% | 188.80%-173.7pp | 151.10%-136.0pp | 302.95%-287.9pp |
| Employer contribution / active EE | $28,962 | $5,707+407.5% | $5,011+477.9% | $4,762+508.1% |
| Participant deferral / active EE | $20,091 | $5,955+237.4% | $5,202+286.2% | $5,983+235.8% |
| Admin fee / account holder | $34,999 | $17,078+104.9% | $13,986+150.2% | $11,250+211.1% |