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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 | $1,300,913 | $159,978+713.2% | $147,041+784.7% | $145,978+791.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 10.88% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $45,129 | $5,288+753.4% | $4,935+814.5% | $4,662+868.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $56,265 | $15,053+273.8% | $13,006+332.6% | $13,400+319.9% |