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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 | $1,927,927 | $217,427+786.7% | $185,837+937.4% | $167,518+1050.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.90% | 148.39%-138.5pp | 122.08%-112.2pp | 478.71%-468.8pp |
| Employer contribution / active EE | $22,287 | $5,874+279.4% | $5,168+331.2% | $4,838+360.6% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $12,706 | $19,816-35.9% | $16,241-21.8% | $12,312+3.2% |