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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 | $1,127,997 | $138,076+716.9% | $123,553+813.0% | $135,380+733.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.43% | 153.70%-152.3pp | 119.21%-117.8pp | 519.81%-518.4pp |
| Employer contribution / active EE | $13,583 | $5,152+163.7% | $4,628+193.5% | $4,779+184.2% |
| Participant deferral / active EE | $16,533 | $6,800+143.2% | $6,426+157.3% | $5,609+194.8% |
| Admin fee / account holder | $41,057 | $10,917+276.1% | $9,284+342.2% | $10,828+279.2% |