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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 | $1,303,167 | $217,427+499.4% | $185,837+601.2% | $167,518+677.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.15% | 148.39%-137.2pp | 122.08%-110.9pp | 478.71%-467.6pp |
| Employer contribution / active EE | $33,706 | $5,874+473.8% | $5,168+552.2% | $4,838+596.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $56,789 | $19,816+186.6% | $16,241+249.7% | $12,312+361.2% |