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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 | $1,500,173 | $162,136+825.3% | $152,301+885.0% | $154,746+869.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.59% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.8pp |
| Employer contribution / active EE | $14,692 | $4,890+200.4% | $4,624+217.7% | $4,379+235.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,434 | $15,759+10.6% | $14,398+21.1% | $14,365+21.4% |