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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 | $1,414,259 | $157,304+799.1% | $141,197+901.6% | $152,909+824.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.73% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $15,385 | $5,263+192.4% | $4,736+224.8% | $4,764+223.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $82,581 | $12,126+581.0% | $10,265+704.5% | $11,601+611.9% |