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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 | $1,116,329 | $106,557+947.6% | $91,227+1123.7% | $134,545+729.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 12.18% | 160.81%-148.6pp | 114.14%-102.0pp | 418.37%-406.2pp |
| Employer contribution / active EE | $13,788 | $3,332+313.8% | $2,851+383.6% | $4,742+190.8% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,058 | $6,235+189.6% | $5,423+233.0% | $11,431+58.0% |