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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 | $1,128,992 | $176,105+541.1% | $159,474+607.9% | $167,536+573.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.04% | 331.91%-321.9pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $15,000 | $5,299+183.1% | $4,831+210.5% | $4,839+210.0% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+309.9% |
| Admin fee / account holder | $180,912 | $12,559+1340.5% | $10,802+1574.7% | $12,315+1369.1% |