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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 | $1,367,260 | $196,972+594.1% | $182,262+650.2% | $198,609+588.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.44% | 158.27%-138.8pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $40,132 | $5,364+648.2% | $5,046+695.4% | $5,055+693.9% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,866 | $18,429-13.9% | $16,712-5.1% | $19,030-16.6% |