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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 | $1,142,479 | $109,872+939.8% | $98,483+1060.1% | $167,536+581.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.77% | 1959.31%-1943.5pp | 1494.38%-1478.6pp | 478.82%-463.0pp |
| Employer contribution / active EE | $22,000 | $3,225+582.1% | $2,961+643.1% | $4,839+354.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $102,967 | $6,757+1423.8% | $5,953+1629.8% | $12,315+736.1% |