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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 | $183,592+586.4% | $155,574+710.1% | $145,877+763.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.87% | 61.37%-41.5pp | 64.87%-45.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $542,417 | $6,466+8288.7% | $5,629+9535.6% | $6,691+8007.2% |
| Admin fee / account holder | $644,421 | $19,316+3236.2% | $15,914+3949.3% | $13,402+4708.3% |