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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 | $1,238,565 | $209,874+490.1% | $189,537+553.5% | $167,536+639.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 36.82% | 748.61%-711.8pp | 555.34%-518.5pp | 478.82%-442.0pp |
| Employer contribution / active EE | $32,462 | $6,913+369.6% | $6,161+426.9% | $4,839+570.8% |
| Participant deferral / active EE | $21,299 | $8,934+138.4% | $8,220+159.1% | $6,342+235.8% |
| Admin fee / account holder | $59,194 | $14,299+314.0% | $12,048+391.3% | $12,315+380.7% |