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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 | $1,213,001 | $149,040+713.9% | $120,225+908.9% | $137,256+783.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.64% | 605.68%-590.0pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $31,811 | $4,350+631.2% | $3,475+815.3% | $4,156+665.4% |
| Participant deferral / active EE | $21,318 | $4,655+358.0% | $3,999+433.1% | $6,407+232.7% |
| Admin fee / account holder | $5,404 | $6,348-14.9% | $5,696-5.1% | $12,270-56.0% |