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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 | $1,010,148 | $209,422+382.3% | $178,503+465.9% | $158,982+535.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.63% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $36,832 | $5,707+545.4% | $5,011+635.0% | $4,763+673.3% |
| Participant deferral / active EE | $16,924 | $5,955+184.2% | $5,202+225.3% | $5,983+182.8% |
| Admin fee / account holder | $2,957 | $17,079-82.7% | $13,987-78.9% | $11,252-73.7% |