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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 | $1,040,086 | $209,425+396.6% | $178,499+482.7% | $158,966+554.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.68% | 188.80%-181.1pp | 151.10%-143.4pp | 302.95%-295.3pp |
| Employer contribution / active EE | $2,604 | $5,707-54.4% | $5,011-48.0% | $4,762-45.3% |
| Participant deferral / active EE | $7,950 | $5,955+33.5% | $5,202+52.8% | $5,983+32.9% |
| Admin fee / account holder | $550,339 | $17,078+3122.5% | $13,986+3834.9% | $11,250+4791.9% |