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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 | $1,015,326 | $73,848+1274.9% | $143,799+606.1% | $68,486+1382.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 102.60% | 0.91%+101.7pp | -0.04%+102.6pp | -7.85%+110.5pp |
| Employer contribution / active EE | $7,143 | $3,184+124.3% | $4,952+44.2% | $2,597+175.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,984 | $5,755+21.3% | $14,677-52.4% | $5,404+29.2% |