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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 | $1,540,085 | $185,199+731.6% | $142,874+977.9% | $167,518+819.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.00% | 8556.90%-8545.9pp | 5638.58%-5627.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $40,151 | $5,606+616.2% | $4,145+868.7% | $4,838+729.8% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,861 | $8,031-2.1% | $6,561+19.8% | $12,312-36.2% |