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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 | $1,010,953 | $108,897+828.4% | $100,378+907.1% | $145,877+593.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 58.17%-42.4pp | 49.41%-33.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $51,750 | $4,420+1070.8% | $3,942+1212.8% | $4,663+1009.8% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,957 | $9,690-38.5% | $7,899-24.6% | $13,402-55.6% |