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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 | $1,047,445 | $154,193+579.3% | $130,045+705.5% | $139,466+651.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.86% | 32.51%-3.6pp | -137.30%+166.2pp | 373.66%-344.8pp |
| Employer contribution / active EE | $13,215 | $5,292+149.7% | $4,321+205.8% | $4,754+178.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,030 | $13,989-14.0% | $10,600+13.5% | $11,409+5.4% |