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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 | $1,260,656 | $211,239+496.8% | $178,528+606.1% | $145,877+764.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.41% | 30.22%-16.8pp | 27.11%-13.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $34,500 | $4,570+654.9% | $3,950+773.3% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,617 | $12,095-4.0% | $10,419+11.5% | $13,402-13.3% |