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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 | $1,303,236 | $157,270+728.7% | $141,173+823.1% | $152,870+752.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.25% | 64.33%-49.1pp | 71.40%-56.1pp | 345.34%-330.1pp |
| Employer contribution / active EE | $35,328 | $5,261+571.5% | $4,735+646.0% | $4,763+641.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,924 | $12,121-1.6% | $10,262+16.2% | $11,597+2.8% |