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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 | $1,734,643 | $198,457+774.1% | $170,435+917.8% | $147,586+1075.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.32% | 257.30%-243.0pp | 205.94%-191.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $27,113 | $6,183+338.5% | $5,432+399.1% | $4,876+456.0% |
| Participant deferral / active EE | $18,515 | $5,629+228.9% | $4,939+274.8% | $5,439+240.4% |
| Admin fee / account holder | $19,385 | $16,852+15.0% | $13,881+39.7% | $10,886+78.1% |