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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 | $1,323,439 | $209,874+530.6% | $189,537+598.3% | $167,536+689.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.90% | 748.61%-733.7pp | 555.34%-540.4pp | 478.82%-463.9pp |
| Employer contribution / active EE | $21,837 | $6,913+215.9% | $6,161+254.4% | $4,839+351.3% |
| Participant deferral / active EE | $13,300 | $8,934+48.9% | $8,220+61.8% | $6,342+109.7% |
| Admin fee / account holder | $34,957 | $14,299+144.5% | $12,048+190.1% | $12,315+183.9% |