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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 | $1,156,728 | $157,276+635.5% | $141,177+719.3% | $152,885+656.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.37% | 64.33%-49.0pp | 71.40%-56.0pp | 345.39%-330.0pp |
| Employer contribution / active EE | $22,617 | $5,262+329.9% | $4,736+377.6% | $4,763+374.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $66,096 | $12,123+445.2% | $10,263+544.0% | $11,598+469.9% |