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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 | $1,506,440 | $160,028+841.4% | $147,080+924.2% | $145,884+932.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.27% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $22,428 | $5,286+324.3% | $4,933+354.6% | $4,662+381.0% |
| Participant deferral / active EE | $16,569 | $8,422+96.7% | $8,066+105.4% | $6,690+147.7% |
| Admin fee / account holder | $43,802 | $15,030+191.4% | $12,989+237.2% | $13,392+227.1% |