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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 | $1,170,722 | $159,934+632.0% | $147,005+696.4% | $145,959+702.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $22,225 | $5,287+320.3% | $4,934+350.4% | $4,661+376.8% |
| Participant deferral / active EE | $23,140 | $8,427+174.6% | $8,070+186.7% | $6,689+246.0% |
| Admin fee / account holder | $7,390 | $15,053-50.9% | $13,006-43.2% | $13,398-44.8% |