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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 | $1,154,492 | $198,462+481.7% | $170,439+577.4% | $147,585+682.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.36% | 257.30%-245.9pp | 205.94%-194.6pp | 578.58%-567.2pp |
| Employer contribution / active EE | $43,173 | $6,184+598.2% | $5,433+694.7% | $4,876+785.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,940 | $16,852-64.8% | $13,881-57.2% | $10,886-45.4% |