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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 | $1,940,567 | $227,399+753.4% | $189,758+922.7% | $198,609+877.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.95% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.7pp |
| Employer contribution / active EE | $17,417 | $5,526+215.2% | $4,767+265.4% | $5,055+244.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $52,248 | $25,162+107.6% | $20,388+156.3% | $19,030+174.5% |