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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 | $1,108,911 | $217,427+410.0% | $185,837+496.7% | $167,518+562.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.44% | 148.39%-133.0pp | 122.08%-106.6pp | 478.71%-463.3pp |
| Employer contribution / active EE | $37,770 | $5,874+543.0% | $5,168+630.8% | $4,838+680.6% |
| Participant deferral / active EE | $20,547 | $6,357+223.2% | $5,568+269.0% | $6,342+224.0% |
| Admin fee / account holder | $109,546 | $19,816+452.8% | $16,241+574.5% | $12,312+789.7% |