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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 | $1,149,556 | $138,895+727.6% | $87,989+1206.5% | $138,895+727.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 63.6%+36.4pp | 79.9%+20.1pp |
| Annual return | 12.35% | 145.39%-133.0pp | 15.56%-3.2pp | 145.39%-133.0pp |
| Employer contribution / active EE | $46,000 | $4,194+996.7% | $3,527+1204.1% | $4,194+996.7% |
| Participant deferral / active EE | $31,000 | $6,396+384.7% | $6,172+402.3% | $6,396+384.7% |
| Admin fee / account holder | $11,210 | $12,562-10.8% | $3,281+241.7% | $12,562-10.8% |