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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 | $1,003,669 | $183,516+446.9% | $155,534+545.3% | $145,884+588.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.26% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $6,943 | $5,315+30.6% | $4,675+48.5% | $4,662+48.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52,662 | $19,293+173.0% | $15,900+231.2% | $13,392+293.2% |