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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 | $1,180,235 | $160,070+637.3% | $147,117+702.2% | $145,897+708.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.34% | 98.69%-76.3pp | 420.54%-398.2pp | 552.29%-529.9pp |
| Employer contribution / active EE | $13,808 | $5,285+161.3% | $4,932+179.9% | $4,663+196.1% |
| Participant deferral / active EE | $20,063 | $8,419+138.3% | $8,065+148.8% | $6,689+199.9% |
| Admin fee / account holder | $364,963 | $15,035+2327.4% | $12,993+2709.0% | $13,390+2625.6% |