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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 | $1,293,482 | $150,435+759.8% | $120,580+972.7% | $145,897+786.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.93% | 154.60%-139.7pp | 107.48%-92.5pp | 552.29%-537.4pp |
| Employer contribution / active EE | $16,869 | $4,352+287.6% | $3,469+386.2% | $4,663+261.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41,621 | $12,182+241.7% | $9,418+341.9% | $13,390+210.8% |