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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 | $1,682,357 | $167,030+907.2% | $135,768+1139.1% | $155,188+984.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.67% | 678.39%-658.7pp | 526.10%-506.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $49,260 | $4,132+1092.0% | $3,394+1351.4% | $4,248+1059.7% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $47,693 | $8,172+483.6% | $7,048+576.6% | $14,480+229.4% |