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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 | $1,953,922 | $181,062+979.1% | $158,223+1134.9% | $155,188+1159.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.51% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,596 | $4,565-65.0% | $4,109-61.1% | $4,248-62.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $86,842 | $18,825+361.3% | $16,047+441.2% | $14,480+499.7% |