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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 | $1,171,532 | $149,040+686.1% | $120,225+874.5% | $137,256+753.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.60% | 605.68%-594.1pp | 439.23%-427.6pp | 220.34%-208.7pp |
| Employer contribution / active EE | $16,007 | $4,350+268.0% | $3,475+360.6% | $4,156+285.2% |
| Participant deferral / active EE | $7,750 | $4,655+66.5% | $3,999+93.8% | $6,407+21.0% |
| Admin fee / account holder | $24,619 | $6,348+287.8% | $5,696+332.2% | $12,270+100.6% |