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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 | $1,682,236 | $176,402+853.6% | $134,162+1153.9% | $158,982+958.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 546.64% | 63.66%+483.0pp | 36.35%+510.3pp | 302.99%+243.6pp |
| Employer contribution / active EE | $4,520 | $5,042-10.4% | $3,705+22.0% | $4,763-5.1% |
| Participant deferral / active EE | $23,833 | $4,093+482.3% | $3,500+581.0% | $5,983+298.3% |
| Admin fee / account holder | $10,373 | $8,719+19.0% | $6,685+55.2% | $11,252-7.8% |