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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 | $1,263,724 | $225,673+460.0% | $203,872+519.9% | $155,188+714.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 6.35% | 95.91%-89.6pp | 85.11%-78.8pp | 148.84%-142.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $6,893+349.7% | $6,388+385.3% | $6,531+374.6% |
| Admin fee / account holder | $13,743 | $12,327+11.5% | $11,730+17.2% | $14,480-5.1% |