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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 | $1,046,046 | $107,353+874.4% | $92,903+1026.0% | $152,885+584.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.20% | 145.62%-120.4pp | 109.43%-84.2pp | 345.39%-320.2pp |
| Employer contribution / active EE | $31,719 | $4,222+651.3% | $3,653+768.3% | $4,763+565.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $59,564 | $7,081+741.2% | $5,795+927.9% | $11,598+413.6% |