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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 | $1,006,071 | $227,399+342.4% | $189,758+430.2% | $198,609+406.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.56% | 61.03%-55.5pp | 52.62%-47.1pp | 202.70%-197.1pp |
| Employer contribution / active EE | $56,900 | $5,526+929.6% | $4,767+1093.7% | $5,055+1025.5% |
| Participant deferral / active EE | $24,000 | $6,837+251.0% | $5,856+309.8% | $6,977+244.0% |
| Admin fee / account holder | $666,939 | $25,162+2550.5% | $20,388+3171.2% | $19,030+3404.6% |