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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 | $1,032,021 | $118,875+768.2% | $96,572+968.6% | $167,553+515.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 40.80% | 50.50%-9.7pp | 37.79%+3.0pp | 478.89%-438.1pp |
| Employer contribution / active EE | $20,512 | $3,121+557.2% | $2,357+770.1% | $4,840+323.8% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $64,481 | $8,070+699.0% | $6,183+942.9% | $12,316+423.5% |