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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 | $160,040+637.5% | $147,096+702.4% | $145,877+709.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.34% | 98.49%-76.2pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $13,808 | $5,289+161.1% | $4,936+179.7% | $4,663+196.1% |
| Participant deferral / active EE | $20,063 | $8,429+138.0% | $8,071+148.6% | $6,691+199.9% |
| Admin fee / account holder | $364,963 | $15,050+2325.0% | $13,005+2706.3% | $13,402+2623.2% |