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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 | $1,126,960 | $201,372+459.6% | $184,260+511.6% | $145,884+672.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 233.46% | 29.04%+204.4pp | 28.84%+204.6pp | 551.85%-318.4pp |
| Employer contribution / active EE | $34,106 | $7,024+385.6% | $6,427+430.6% | $4,662+631.5% |
| Participant deferral / active EE | $17,220 | $9,808+75.6% | $9,133+88.5% | $6,690+157.4% |
| Admin fee / account holder | $5,387 | $16,362-67.1% | $13,898-61.2% | $13,392-59.8% |