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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 | $1,481,212 | $176,077+741.2% | $159,455+828.9% | $167,518+784.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 331.83%-321.8pp | 263.63%-253.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $31,417 | $5,298+493.0% | $4,830+550.4% | $4,838+549.3% |
| Participant deferral / active EE | $18,775 | $7,751+142.2% | $7,353+155.3% | $6,342+196.0% |
| Admin fee / account holder | $9,556 | $12,556-23.9% | $10,800-11.5% | $12,312-22.4% |