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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 | $1,382,352 | $190,916+624.1% | $160,037+763.8% | $134,545+927.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 32.18% | 552.79%-520.6pp | 408.95%-376.8pp | 418.37%-386.2pp |
| Employer contribution / active EE | $26,249 | $4,996+425.4% | $4,226+521.2% | $4,742+453.6% |
| Participant deferral / active EE | $53,000 | $6,925+665.4% | $6,184+757.1% | $6,401+728.0% |
| Admin fee / account holder | $37,790 | $10,497+260.0% | $8,716+333.6% | $11,431+230.6% |