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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 | $1,055,869 | $227,399+364.3% | $189,758+456.4% | $198,609+431.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.06% | 61.03%-54.0pp | 52.62%-45.6pp | 202.70%-195.6pp |
| Employer contribution / active EE | $26,654 | $5,526+382.3% | $4,767+459.2% | $5,055+427.2% |
| Participant deferral / active EE | $17,900 | $6,837+161.8% | $5,856+205.7% | $6,977+156.6% |
| Admin fee / account holder | $214,711 | $25,162+753.3% | $20,388+953.1% | $19,030+1028.3% |