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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 | $1,205,044 | $100,938+1093.8% | $90,461+1232.1% | $158,982+658.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.43% | 1727.20%-1718.8pp | 1294.76%-1286.3pp | 302.99%-294.6pp |
| Employer contribution / active EE | $32,254 | $3,691+773.8% | $3,264+888.2% | $4,763+577.2% |
| Participant deferral / active EE | $22,139 | $4,350+409.0% | $3,964+458.4% | $5,983+270.0% |
| Admin fee / account holder | $23,502 | $6,510+261.0% | $5,617+318.4% | $11,252+108.9% |