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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 | $1,019,797 | $111,787+812.3% | $93,681+988.6% | $145,978+598.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.22% | 203.52%-193.3pp | 133.47%-123.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $34,757 | $3,093+1023.6% | $2,422+1334.9% | $4,662+645.6% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,768 | $10,256-34.0% | $8,290-18.4% | $13,400-49.5% |