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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 | $1,046,203 | $157,304+565.1% | $141,197+641.0% | $152,909+584.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.87% | 64.34%-41.5pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $35,356 | $5,263+571.8% | $4,736+646.5% | $4,764+642.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,908 | $12,126-34.8% | $10,265-23.0% | $11,601-31.8% |