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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 | $1,157,275 | $150,435+669.3% | $120,580+859.8% | $145,897+693.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.09% | 154.60%-144.5pp | 107.48%-97.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $10,275 | $4,352+136.1% | $3,469+196.2% | $4,663+120.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35,218 | $12,182+189.1% | $9,418+273.9% | $13,390+163.0% |