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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 | $1,032,748 | $138,078+647.9% | $125,363+723.8% | $134,509+667.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.10% | 750.49%-744.4pp | 572.15%-566.0pp | 418.13%-412.0pp |
| Employer contribution / active EE | $2,222 | $5,245-57.6% | $4,815-53.8% | $4,741-53.1% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $63,171 | $11,566+446.2% | $10,005+531.4% | $11,427+452.8% |