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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 | $1,150,988 | $185,905+519.1% | $170,057+576.8% | $139,487+725.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.01% | 60.56%-38.6pp | 53.42%-31.4pp | 373.84%-351.8pp |
| Employer contribution / active EE | $20,985 | $7,597+176.2% | $6,790+209.0% | $4,755+341.4% |
| Participant deferral / active EE | $14,602 | $11,627+25.6% | $10,411+40.3% | $6,713+117.5% |
| Admin fee / account holder | $25,209 | $15,397+63.7% | $12,826+96.5% | $11,407+121.0% |