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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 | $1,327,092 | $174,379+661.0% | $152,093+772.6% | $138,895+855.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.48% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $41,250 | $4,652+786.7% | $4,175+888.1% | $4,194+883.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $63,850 | $16,880+278.3% | $14,497+340.4% | $12,562+408.3% |