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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 | $1,053,923 | $150,412+600.7% | $120,574+774.1% | $145,884+622.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.95% | 154.50%-136.5pp | 107.42%-89.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $36,196 | $4,355+731.2% | $3,471+942.9% | $4,662+676.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,069 | $12,224-91.3% | $9,445-88.7% | $13,392-92.0% |