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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 | $1,609,532 | $226,105+611.9% | $182,540+781.7% | $152,897+952.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.65% | 192.58%-175.9pp | 148.58%-131.9pp | 345.43%-328.8pp |
| Employer contribution / active EE | $15,000 | $4,978+201.3% | $4,076+268.0% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,967 | $10,706-44.3% | $8,593-30.6% | $11,599-48.6% |