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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 | $1,382,056 | $107,941+1180.4% | $91,994+1402.3% | $152,897+803.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.96% | 89.28%-69.3pp | 69.04%-49.1pp | 345.43%-325.5pp |
| Employer contribution / active EE | $77,977 | $4,212+1751.5% | $3,453+2158.4% | $4,764+1537.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $55,643 | $10,521+428.9% | $7,744+618.5% | $11,599+379.7% |