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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 | $226,046+500.8% | $182,508+644.1% | $152,870+788.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.55% | 192.52%-169.0pp | 148.54%-125.0pp | 345.34%-321.8pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,563 | $6,368+207.2% | $5,525+254.1% | $5,850+234.4% |
| Admin fee / account holder | $8,265 | $10,704-22.8% | $8,592-3.8% | $11,597-28.7% |