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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 | $1,072,161 | $183,539+484.2% | $155,556+589.2% | $145,897+634.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $19,493 | $5,315+266.7% | $4,675+316.9% | $4,663+318.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,093 | $19,275-73.6% | $15,885-67.9% | $13,390-62.0% |