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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 | $1,256,732 | $156,963+700.7% | $121,204+936.9% | $139,466+801.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 1476.75%-1459.9pp | 987.18%-970.3pp | 373.66%-356.8pp |
| Employer contribution / active EE | $10,000 | $5,544+80.4% | $4,170+139.8% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,497 | $6,953-20.9% | $5,651-2.7% | $11,409-51.8% |