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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 | $1,069,166 | $70,121+1424.7% | $63,803+1575.7% | $138,895+669.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.92% | 946.48%-931.6pp | 543.72%-528.8pp | 145.39%-130.5pp |
| Employer contribution / active EE | $16,180 | $2,882+461.4% | $2,532+538.9% | $4,194+285.8% |
| Participant deferral / active EE | $14,690 | $4,535+223.9% | $3,843+282.2% | $6,396+129.7% |
| Admin fee / account holder | $1,090 | $6,738-83.8% | $5,196-79.0% | $12,562-91.3% |