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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 | $1,178,447 | $209,422+462.7% | $178,503+560.2% | $158,982+641.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.92% | 188.81%-160.9pp | 151.12%-123.2pp | 302.99%-275.1pp |
| Employer contribution / active EE | $34,821 | $5,707+510.2% | $5,011+594.9% | $4,763+631.1% |
| Participant deferral / active EE | $20,767 | $5,955+248.7% | $5,202+299.2% | $5,983+247.1% |
| Admin fee / account holder | $3,644 | $17,079-78.7% | $13,987-73.9% | $11,252-67.6% |