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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 | $1,169,275 | $108,911+973.6% | $100,392+1064.7% | $145,884+701.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 46.08% | 58.23%-12.1pp | 49.45%-3.4pp | 551.85%-505.8pp |
| Employer contribution / active EE | $7,307 | $4,420+65.3% | $3,941+85.4% | $4,662+56.7% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,479 | $9,698-22.9% | $7,904-5.4% | $13,392-44.2% |