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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 | $1,206,478 | $115,814+941.7% | $101,275+1091.3% | $158,982+658.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.77% | 56.16%-35.4pp | 46.48%-25.7pp | 302.99%-282.2pp |
| Employer contribution / active EE | $32,176 | $4,176+670.5% | $3,660+779.1% | $4,763+575.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $89,000 | $7,249+1127.8% | $5,948+1396.3% | $11,252+691.0% |