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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 | $1,005,669 | $166,131+505.3% | $164,975+509.6% | $145,877+589.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.78% | 100.37%-90.6pp | 70.12%-60.3pp | 551.28%-541.5pp |
| Employer contribution / active EE | $25,000 | $5,276+373.9% | $4,343+475.7% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,520 | $16,648-78.9% | $12,688-72.3% | $13,402-73.7% |