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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 | $118,854+940.3% | $96,565+1180.4% | $167,497+638.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 50.49%-34.8pp | 37.78%-22.1pp | 478.62%-463.0pp |
| Employer contribution / active EE | $14,457 | $3,119+363.5% | $2,356+513.5% | $4,838+198.8% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $18,791 | $8,065+133.0% | $6,181+204.0% | $12,310+52.6% |