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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 | $1,260,255 | $183,539+586.6% | $155,556+710.2% | $145,897+763.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.87% | 61.31%-41.4pp | 64.84%-45.0pp | 552.29%-532.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $542,417 | $6,467+8287.6% | $5,631+9533.1% | $6,689+8008.7% |
| Admin fee / account holder | $644,421 | $19,275+3243.4% | $15,885+3956.8% | $13,390+4712.6% |