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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 | $1,416,941 | $175,231+708.6% | $149,696+846.5% | $139,466+916.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.03% | 166.77%-146.7pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $25,482 | $5,478+365.2% | $4,821+428.6% | $4,754+436.0% |
| Participant deferral / active EE | $14,250 | $6,521+118.5% | $5,682+150.8% | $6,712+112.3% |
| Admin fee / account holder | $189,594 | $16,155+1073.6% | $13,212+1335.0% | $11,409+1561.8% |