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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 | $1,078,557 | $198,461+443.5% | $170,436+532.8% | $147,585+630.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.97% | 257.30%-235.3pp | 205.94%-184.0pp | 578.57%-556.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,959 | $5,629+41.4% | $4,939+61.1% | $5,439+46.3% |
| Admin fee / account holder | $55,014 | $16,852+226.5% | $13,880+296.3% | $10,885+405.4% |