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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 | $1,046,680 | $149,040+602.3% | $120,225+770.6% | $137,256+662.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.50% | 605.68%-592.2pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $20,770 | $4,350+377.4% | $3,475+497.6% | $4,156+399.8% |
| Participant deferral / active EE | $20,975 | $4,655+350.6% | $3,999+424.5% | $6,407+227.4% |
| Admin fee / account holder | $512,501 | $6,348+7973.8% | $5,696+8897.1% | $12,270+4076.8% |