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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 | $1,038,654 | $184,000+464.5% | $162,185+540.4% | $152,909+579.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.88% | 150.80%-137.9pp | 115.61%-102.7pp | 345.46%-332.6pp |
| Employer contribution / active EE | $21,613 | $6,370+239.3% | $5,613+285.0% | $4,764+353.7% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $38,850 | $13,124+196.0% | $10,844+258.3% | $11,601+234.9% |