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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 | $1,279,842 | $149,040+758.7% | $120,225+964.5% | $137,256+832.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.70% | 605.68%-585.0pp | 439.23%-418.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $61,425 | $4,350+1312.0% | $3,475+1667.4% | $4,156+1378.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,744 | $6,348+85.0% | $5,696+106.2% | $12,270-4.3% |