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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 | $1,506,572 | $183,592+720.6% | $155,567+868.4% | $145,959+932.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.65% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $12,500 | $5,315+135.2% | $4,674+167.4% | $4,661+168.2% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,454 | $19,318-61.4% | $15,916-53.2% | $13,398-44.4% |