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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 | $1,311,942 | $135,645+867.2% | $110,243+1090.0% | $135,379+869.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.32% | 513.24%-505.9pp | 314.76%-307.4pp | 519.79%-512.5pp |
| Employer contribution / active EE | $12,644 | $4,907+157.7% | $3,827+230.4% | $4,779+164.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $53,744 | $11,458+369.1% | $8,548+528.7% | $10,828+396.3% |