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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 | $1,401,935 | $198,457+606.4% | $170,435+722.6% | $147,586+849.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.90% | 257.30%-237.4pp | 205.94%-186.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $54,000 | $6,183+773.3% | $5,432+894.0% | $4,876+1007.4% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $62,057 | $16,852+268.2% | $13,881+347.1% | $10,886+470.1% |