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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 | $1,034,086 | $180,459+473.0% | $154,108+571.0% | $135,380+663.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.26% | 888.21%-881.0pp | 735.21%-728.0pp | 519.81%-512.6pp |
| Employer contribution / active EE | $18,951 | $6,035+214.0% | $5,298+257.7% | $4,779+296.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,544 | $16,145+144.9% | $13,411+194.9% | $10,828+265.2% |