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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 | $826,389 | $95,979+761.0% | $74,551+1008.5% | $135,380+510.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $9,159 | $2,716+237.2% | $1,961+367.1% | $4,779+91.7% |
| Participant deferral / active EE | $8,167 | $3,844+112.5% | $3,108+162.7% | $5,609+45.6% |
| Admin fee / account holder | $1,372 | $6,522-79.0% | $5,059-72.9% | $10,828-87.3% |