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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 | $1,545,111 | $234,190+559.8% | $180,320+756.9% | $198,609+678.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 15.07% | 1057.44%-1042.4pp | 778.54%-763.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $31,512 | $5,258+499.4% | $4,108+667.2% | $5,055+523.3% |
| Participant deferral / active EE | $25,375 | $4,988+408.7% | $4,304+489.5% | $6,977+263.7% |
| Admin fee / account holder | $384,362 | $12,558+2960.6% | $10,000+3743.5% | $19,030+1919.7% |