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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 | $1,745,030 | $169,361+930.4% | $129,397+1248.6% | $145,877+1096.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.03% | 14395.54%-14381.5pp | 9453.98%-9439.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $43,406 | $5,542+683.3% | $4,154+944.8% | $4,663+830.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,984 | $9,903-9.3% | $7,679+17.0% | $13,402-33.0% |