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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 | $1,122,090 | $152,619+635.2% | $125,195+796.3% | $152,909+633.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.24% | 54.85%-39.6pp | 43.79%-28.6pp | 345.46%-330.2pp |
| Employer contribution / active EE | $30,269 | $4,947+511.8% | $3,866+682.9% | $4,764+535.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,966 | $13,437-48.2% | $9,704-28.2% | $11,601-40.0% |