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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 | $1,150,457 | $52,967+2072.0% | $172,753+566.0% | $65,186+1664.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.59% | 30.12%-9.5pp | 803.00%-782.4pp | 29.39%-8.8pp |
| Employer contribution / active EE | $33,731 | $2,190+1440.1% | $5,144+555.8% | $2,177+1449.6% |
| Participant deferral / active EE | $21,025 | $2,471+750.9% | $5,198+304.5% | $3,514+498.3% |
| Admin fee / account holder | $43,835 | $472+9186.7% | $13,956+214.1% | $847+5073.9% |