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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 | $1,610,759 | $227,399+608.3% | $189,758+748.9% | $198,609+711.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.21% | 61.03%-53.8pp | 52.62%-45.4pp | 202.70%-195.5pp |
| Employer contribution / active EE | $21,886 | $5,526+296.0% | $4,767+359.2% | $5,055+332.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $31,344 | $25,162+24.6% | $20,388+53.7% | $19,030+64.7% |