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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 | $1,739,426 | $148,582+1070.7% | $135,942+1179.5% | $139,456+1147.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.64% | 79.26%-66.6pp | 68.28%-55.6pp | 373.45%-360.8pp |
| Employer contribution / active EE | $17,647 | $5,245+236.5% | $4,858+263.3% | $4,753+271.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $60,091 | $12,402+384.5% | $10,764+458.3% | $11,407+426.8% |