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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 | $167,030+601.4% | $135,768+762.9% | $155,188+654.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.60% | 678.39%-666.8pp | 526.10%-514.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $16,007 | $4,132+287.4% | $3,394+371.6% | $4,248+276.8% |
| Participant deferral / active EE | $7,750 | $4,528+71.2% | $3,977+94.9% | $6,531+18.7% |
| Admin fee / account holder | $24,619 | $8,172+201.3% | $7,048+249.3% | $14,480+70.0% |