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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 | $1,046,289 | $106,005+887.0% | $92,239+1034.3% | $147,585+608.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.16% | 50.05%-38.9pp | 176.29%-165.1pp | 578.58%-567.4pp |
| Employer contribution / active EE | $54,000 | $4,333+1146.2% | $3,680+1367.6% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,166 | $6,333+28.9% | $5,194+57.2% | $10,886-25.0% |