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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 | $1,078,886 | $209,422+415.2% | $178,503+504.4% | $158,982+578.6% |
| Participation rate | 95.8% | 86.4%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 16.62% | 188.81%-172.2pp | 151.12%-134.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $31,576 | $5,707+453.3% | $5,011+530.1% | $4,763+563.0% |
| Participant deferral / active EE | $20,549 | $5,955+245.1% | $5,202+295.0% | $5,983+243.4% |
| Admin fee / account holder | $31,831 | $17,079+86.4% | $13,987+127.6% | $11,252+182.9% |