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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 | $1,249,937 | $148,629+741.0% | $135,982+819.2% | $139,487+796.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.58% | 79.33%-47.8pp | 68.32%-36.7pp | 373.84%-342.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,975 | $8,102+60.1% | $7,760+67.2% | $6,713+93.3% |
| Admin fee / account holder | $46,564 | $12,406+275.3% | $10,767+332.5% | $11,407+308.2% |