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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 | $1,362,547 | $209,428+550.6% | $178,498+663.3% | $158,950+757.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.36% | 188.78%-173.4pp | 151.09%-135.7pp | 302.91%-287.5pp |
| Employer contribution / active EE | $31,650 | $5,707+454.6% | $5,011+531.6% | $4,762+564.6% |
| Participant deferral / active EE | $7,199 | $5,955+20.9% | $5,202+38.4% | $5,983+20.3% |
| Admin fee / account holder | $6,160 | $17,077-63.9% | $13,985-56.0% | $11,248-45.2% |