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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 | $1,369,424 | $171,492+698.5% | $150,734+808.5% | $198,609+589.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.93% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $12,324 | $5,470+125.3% | $4,918+150.6% | $5,055+143.8% |
| Participant deferral / active EE | $20,007 | $6,259+219.7% | $5,610+256.6% | $6,977+186.8% |
| Admin fee / account holder | $456,988 | $17,628+2492.4% | $14,905+2965.9% | $19,030+2301.4% |