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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 | $166,089+664.5% | $164,928+669.9% | $145,978+769.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.67% | 100.26%-78.6pp | 70.08%-48.4pp | 550.52%-528.9pp |
| Employer contribution / active EE | $13,000 | $5,276+146.4% | $4,343+199.3% | $4,662+178.9% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,030 | $16,641-9.7% | $12,684+18.5% | $13,400+12.2% |