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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 | $1,001,768 | $176,794+466.6% | $146,647+583.1% | $167,553+497.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.24% | 24.04%-4.8pp | 22.75%-3.5pp | 478.89%-459.6pp |
| Employer contribution / active EE | $27,322 | $5,161+429.3% | $4,137+560.4% | $4,840+464.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,250 | $13,262-90.6% | $10,281-87.8% | $12,316-89.9% |