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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 | $1,287,160 | $149,040+763.6% | $120,225+970.6% | $137,256+837.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.66% | 605.68%-592.0pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $6,078 | $4,350+39.7% | $3,475+74.9% | $4,156+46.2% |
| Participant deferral / active EE | $2,500 | $4,655-46.3% | $3,999-37.5% | $6,407-61.0% |
| Admin fee / account holder | $11,096 | $6,348+74.8% | $5,696+94.8% | $12,270-9.6% |