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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 | $1,211,960 | $160,070+657.1% | $147,117+723.8% | $145,897+730.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.48% | 98.69%-78.2pp | 420.54%-400.1pp | 552.29%-531.8pp |
| Employer contribution / active EE | $17,036 | $5,285+222.4% | $4,932+245.4% | $4,663+265.4% |
| Participant deferral / active EE | $23,217 | $8,419+175.8% | $8,065+187.9% | $6,689+247.1% |
| Admin fee / account holder | $31,391 | $15,035+108.8% | $12,993+141.6% | $13,390+134.4% |