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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 | $1,074,689 | $166,089+547.1% | $164,928+551.6% | $145,978+636.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.50% | 100.26%-89.8pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $8,918 | $5,276+69.0% | $4,343+105.3% | $4,662+91.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $40,272 | $16,641+142.0% | $12,684+217.5% | $13,400+200.5% |