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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 | $1,016,393 | $102,382+892.7% | $147,005+591.4% | $80,874+1156.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.94% | 134.89%-118.0pp | 418.76%-401.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $55,906 | $3,715+1404.9% | $4,934+1033.0% | $2,756+1928.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $81,908 | $7,942+931.3% | $13,006+529.8% | $6,935+1081.0% |