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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 | $1,064,930 | $223,823+375.8% | $211,142+404.4% | $154,746+588.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.60% | 50.39%-38.8pp | 46.84%-35.2pp | 172.34%-160.7pp |
| Employer contribution / active EE | $12,180 | $6,787+79.5% | $6,442+89.1% | $4,379+178.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $75,658 | $19,707+283.9% | $19,076+296.6% | $14,365+426.7% |