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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 | $1,269,795 | $166,131+664.3% | $164,975+669.7% | $145,877+770.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.67% | 100.37%-78.7pp | 70.12%-48.5pp | 551.28%-529.6pp |
| Employer contribution / active EE | $13,000 | $5,276+146.4% | $4,343+199.4% | $4,663+178.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,030 | $16,648-9.7% | $12,688+18.5% | $13,402+12.1% |