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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 | $1,135,414 | $176,077+544.8% | $159,455+612.1% | $167,518+577.8% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 10.08% | 331.83%-321.8pp | 263.63%-253.6pp | 478.71%-468.6pp |
| Employer contribution / active EE | $31,326 | $5,298+491.3% | $4,830+548.5% | $4,838+547.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $58,538 | $12,556+366.2% | $10,800+442.0% | $12,312+375.4% |