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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 | $210,698+498.3% | $178,014+608.2% | $145,959+763.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.41% | 386.27%-372.9pp | 294.80%-281.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $34,500 | $4,567+655.4% | $3,950+773.4% | $4,661+640.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,617 | $12,016-3.3% | $10,362+12.1% | $13,398-13.3% |