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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 | $1,654,373 | $150,412+999.9% | $120,574+1272.1% | $145,884+1034.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.51% | 154.50%-138.0pp | 107.42%-90.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $34,281 | $6,175+455.1% | $4,996+586.2% | $6,690+412.5% |
| Admin fee / account holder | $11,587 | $12,224-5.2% | $9,445+22.7% | $13,392-13.5% |