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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 | $1,248,335 | $183,516+580.2% | $155,534+702.6% | $145,884+755.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $22,251 | $5,315+318.7% | $4,675+376.0% | $4,662+377.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,077 | $19,293+102.5% | $15,900+145.8% | $13,392+191.8% |