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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 | $1,100,830 | $125,193+779.3% | $105,591+942.5% | $145,978+654.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.06% | 225.53%-216.5pp | 116.43%-107.4pp | 550.52%-541.5pp |
| Employer contribution / active EE | $39,293 | $3,718+956.7% | $3,166+1141.1% | $4,662+742.9% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,949 | $17,277+131.2% | $11,024+262.4% | $13,400+198.1% |