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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 | $1,236,405 | $118,875+940.1% | $96,572+1180.3% | $167,553+637.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 50.50%-34.9pp | 37.79%-22.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $14,457 | $3,121+363.2% | $2,357+513.3% | $4,840+198.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $18,791 | $8,070+132.9% | $6,183+203.9% | $12,316+52.6% |