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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 | $1,305,044 | $227,399+473.9% | $189,758+587.7% | $198,609+557.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.04% | 61.03%-47.0pp | 52.62%-38.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $44,203 | $5,526+699.9% | $4,767+827.4% | $5,055+774.4% |
| Participant deferral / active EE | $28,617 | $6,837+318.6% | $5,856+388.7% | $6,977+310.2% |
| Admin fee / account holder | $550,845 | $25,162+2089.2% | $20,388+2601.8% | $19,030+2794.6% |