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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 | $1,351,495 | $198,457+581.0% | $170,435+693.0% | $147,586+815.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.78% | 257.30%-236.5pp | 205.94%-185.2pp | 578.59%-557.8pp |
| Employer contribution / active EE | $27,000 | $6,183+336.7% | $5,432+397.0% | $4,876+453.7% |
| Participant deferral / active EE | $5,913 | $5,629+5.0% | $4,939+19.7% | $5,439+8.7% |
| Admin fee / account holder | $2,423 | $16,852-85.6% | $13,881-82.5% | $10,886-77.7% |