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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 | $1,282,061 | $198,457+546.0% | $170,435+652.2% | $147,586+768.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.25% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.3pp |
| Employer contribution / active EE | $30,000 | $6,183+385.2% | $5,432+452.2% | $4,876+515.2% |
| Participant deferral / active EE | $23,000 | $5,629+308.6% | $4,939+365.6% | $5,439+322.9% |
| Admin fee / account holder | $18,877 | $16,852+12.0% | $13,881+36.0% | $10,886+73.4% |