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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 | $1,579,255 | $183,592+760.2% | $155,574+915.1% | $145,877+982.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $10,069 | $5,317+89.4% | $4,676+115.3% | $4,663+115.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $55,656 | $19,316+188.1% | $15,914+249.7% | $13,402+315.3% |