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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 | $1,279,592 | $155,840+721.1% | $124,694+926.2% | $167,553+663.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.09% | 17.98%+1.1pp | 5144.82%-5125.7pp | 478.89%-459.8pp |
| Employer contribution / active EE | $22,435 | $4,165+438.6% | $3,325+574.8% | $4,840+363.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $47,068 | $9,536+393.6% | $7,495+528.0% | $12,316+282.2% |