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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 | $1,607,565 | $176,120+812.8% | $159,487+908.0% | $167,553+859.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.87% | 331.95%-321.1pp | 263.71%-252.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $15,736 | $5,299+196.9% | $4,831+225.7% | $4,840+225.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,446 | $12,561+23.0% | $10,804+43.0% | $12,316+25.4% |