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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 | $1,254,636 | $142,426+780.9% | $115,167+989.4% | $152,909+720.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 25.83% | 41.48%-15.6pp | 35.60%-9.8pp | 345.46%-319.6pp |
| Employer contribution / active EE | $6,308 | $4,011+57.3% | $3,179+98.4% | $4,764+32.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $53,000 | $8,464+526.2% | $7,089+647.7% | $11,601+356.9% |