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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 | $1,082,514 | $166,020+552.0% | $164,866+556.6% | $145,959+641.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.50% | 100.08%-75.6pp | 69.97%-45.5pp | 561.95%-537.4pp |
| Employer contribution / active EE | $26,158 | $5,275+395.9% | $4,343+502.3% | $4,661+461.2% |
| Participant deferral / active EE | $13,198 | $6,961+89.6% | $6,033+118.8% | $6,689+97.3% |
| Admin fee / account holder | $96,019 | $16,644+476.9% | $12,689+656.7% | $13,398+616.7% |