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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 | $201,264+459.9% | $184,185+511.9% | $145,978+672.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 233.46% | 29.00%+204.5pp | 28.81%+204.6pp | 550.52%-317.1pp |
| Employer contribution / active EE | $34,106 | $7,021+385.8% | $6,426+430.8% | $4,662+631.6% |
| Participant deferral / active EE | $17,220 | $9,806+75.6% | $9,132+88.6% | $6,690+157.4% |
| Admin fee / account holder | $5,387 | $16,376-67.1% | $13,909-61.3% | $13,400-59.8% |