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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 | $1,066,543 | $183,539+481.1% | $155,556+585.6% | $145,897+631.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.54% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $16,369 | $5,315+208.0% | $4,675+250.1% | $4,663+251.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30,752 | $19,275+59.5% | $15,885+93.6% | $13,390+129.7% |