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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 | $1,654,373 | $150,207+1001.4% | $120,380+1274.3% | $145,978+1033.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.51% | 154.28%-137.8pp | 107.28%-90.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $34,281 | $6,175+455.1% | $4,992+586.7% | $6,690+412.5% |
| Admin fee / account holder | $11,587 | $12,203-5.1% | $9,421+23.0% | $13,400-13.5% |