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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 | $1,358,091 | $226,135+500.6% | $182,558+643.9% | $152,909+788.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.55% | 192.60%-169.1pp | 148.59%-125.0pp | 345.46%-321.9pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,563 | $6,371+207.1% | $5,526+254.0% | $5,851+234.3% |
| Admin fee / account holder | $8,265 | $10,707-22.8% | $8,594-3.8% | $11,601-28.8% |