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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 | $1,166,321 | $171,492+580.1% | $150,734+673.8% | $198,609+487.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.54% | 804.70%-795.2pp | 600.81%-591.3pp | 202.70%-193.2pp |
| Employer contribution / active EE | $33,087 | $5,470+504.9% | $4,918+572.8% | $5,055+554.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $57,849 | $17,628+228.2% | $14,905+288.1% | $19,030+204.0% |