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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 | $1,249,718 | $227,399+449.6% | $189,758+558.6% | $198,609+529.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.69% | 61.03%-41.3pp | 52.62%-32.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $15,000 | $5,526+171.4% | $4,767+214.7% | $5,055+196.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $41,960 | $25,162+66.8% | $20,388+105.8% | $19,030+120.5% |