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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 | $712,277 | $57,352+1141.9% | $83,831+749.7% | $64,173+1009.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 92.71% | 11.38%+81.3pp | 850.99%-758.3pp | 7.63%+85.1pp |
| Employer contribution / active EE | $20,063 | $2,546+688.2% | $3,631+452.5% | $2,381+742.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,044 | $4,046+74.1% | $5,479+28.6% | $4,887+44.1% |