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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 | $1,490,348 | $135,645+998.7% | $110,243+1251.9% | $135,380+1000.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.66% | 513.24%-503.6pp | 314.76%-305.1pp | 519.81%-510.1pp |
| Employer contribution / active EE | $19,837 | $4,907+304.3% | $3,827+418.4% | $4,779+315.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $59,383 | $11,458+418.3% | $8,548+594.7% | $10,828+448.4% |