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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 | $1,077,845 | $183,592+487.1% | $155,567+592.8% | $145,959+638.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $20,145 | $5,315+279.0% | $4,674+331.0% | $4,661+332.2% |
| Participant deferral / active EE | $17,610 | $6,464+172.4% | $5,628+212.9% | $6,689+163.3% |
| Admin fee / account holder | $67,243 | $19,318+248.1% | $15,916+322.5% | $13,398+401.9% |