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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 | $1,020,107 | $209,425+387.1% | $178,499+471.5% | $158,966+541.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 60.44% | 188.80%-128.4pp | 151.10%-90.7pp | 302.95%-242.5pp |
| Employer contribution / active EE | $13,346 | $5,707+133.8% | $5,011+166.3% | $4,762+180.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,279 | $17,078-80.8% | $13,986-76.6% | $11,250-70.9% |