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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 | $1,562,629 | $168,635+826.6% | $147,617+958.6% | $125,389+1146.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.01% | 77.65%-72.6pp | 61.98%-57.0pp | 282.24%-277.2pp |
| Employer contribution / active EE | $3,917 | $6,252-37.4% | $5,564-29.6% | $4,866-19.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $87,064 | $13,580+541.1% | $11,612+649.8% | $9,541+812.5% |