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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 | $1,359,295 | $183,539+640.6% | $155,556+773.8% | $145,897+831.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $29,847 | $6,467+361.5% | $5,631+430.1% | $6,689+346.2% |
| Admin fee / account holder | $59,971 | $19,275+211.1% | $15,885+277.5% | $13,390+347.9% |