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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 | $1,421,223 | $183,592+674.1% | $155,574+813.5% | $145,877+874.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.19% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $16,667 | $5,317+213.5% | $4,676+256.4% | $4,663+257.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $65,619 | $19,316+239.7% | $15,914+312.3% | $13,402+389.6% |