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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 | $1,368,535 | $157,304+770.0% | $141,197+869.2% | $152,909+795.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.54% | 64.34%-44.8pp | 71.41%-51.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $56,000 | $5,263+964.1% | $4,736+1082.4% | $4,764+1075.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,792 | $12,126+46.7% | $10,265+73.3% | $11,601+53.4% |