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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 | $1,444,536 | $150,447+860.2% | $136,298+959.8% | $147,586+878.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.14% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $16,530 | $5,256+214.5% | $4,696+252.0% | $4,876+239.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $163,997 | $10,906+1403.7% | $9,244+1674.1% | $10,886+1406.5% |