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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 | $1,309,921 | $289,211+352.9% | $260,467+402.9% | $198,609+559.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 14.16% | 112.90%-98.7pp | 100.60%-86.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $38,853 | $4,663+733.2% | $4,239+816.7% | $5,055+668.6% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,350 | $16,236+105.4% | $15,461+115.7% | $19,030+75.2% |