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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 | $1,146,534 | $168,636+579.9% | $147,618+676.7% | $125,388+814.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.20% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $59,000 | $5,507+971.4% | $4,895+1105.2% | $5,352+1002.5% |
| Admin fee / account holder | $11,463 | $13,580-15.6% | $11,612-1.3% | $9,541+20.1% |