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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 | $1,270,882 | $201,344+531.2% | $184,243+589.8% | $145,877+771.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.96% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $6,709 | $7,022-4.5% | $6,427+4.4% | $4,663+43.9% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $68,831 | $16,382+320.2% | $13,914+394.7% | $13,402+413.6% |