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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 | $183,516+586.7% | $155,534+710.3% | $145,884+763.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.87% | 61.43%-41.6pp | 64.92%-45.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $542,417 | $6,467+8288.0% | $5,630+9533.9% | $6,690+8008.3% |
| Admin fee / account holder | $644,421 | $19,293+3240.1% | $15,900+3953.0% | $13,392+4712.0% |