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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 | $225,673+480.4% | $203,872+542.5% | $155,188+744.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.16% | 95.91%-81.8pp | 85.11%-70.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $38,853 | $4,099+848.0% | $3,757+934.0% | $4,248+814.7% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,350 | $12,327+170.5% | $11,730+184.3% | $14,480+130.3% |