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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 | $1,026,895 | $166,089+518.3% | $164,928+522.6% | $145,978+603.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.67% | 100.26%-84.6pp | 70.08%-54.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $36,541 | $5,276+592.5% | $4,343+741.3% | $4,662+683.8% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $202,457 | $16,641+1116.6% | $12,684+1496.1% | $13,400+1410.8% |