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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 | $1,436,115 | $114,073+1158.9% | $96,161+1393.4% | $167,518+757.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.98% | 189.95%-174.0pp | 192.01%-176.0pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,950 | $3,428-43.1% | $2,798-30.3% | $4,838-59.7% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $316 | $6,899-95.4% | $5,538-94.3% | $12,312-97.4% |