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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 | $1,329,307 | $70,366+1789.1% | $66,674+1893.8% | $138,895+857.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.29% | 386.41%-366.1pp | 321.24%-301.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $26,466 | $2,765+857.2% | $2,620+910.1% | $4,194+531.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $60,000 | $5,262+1040.1% | $5,098+1076.9% | $12,562+377.6% |