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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 | $1,116,019 | $111,785+898.4% | $93,669+1091.5% | $145,877+665.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.44% | 203.79%-189.3pp | 133.59%-119.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $69,000 | $3,096+2128.7% | $2,424+2747.1% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,057 | $10,256+37.1% | $8,291+69.5% | $13,402+4.9% |