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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 | $1,346,787 | $166,268+710.0% | $165,100+715.7% | $145,897+823.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.48% | 100.52%-90.0pp | 70.21%-59.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $64,967 | $5,284+1129.5% | $4,348+1394.2% | $4,663+1293.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,775 | $16,659-11.3% | $12,696+16.4% | $13,390+10.3% |