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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 | $1,416,206 | $184,000+669.7% | $162,185+773.2% | $152,909+826.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.96% | 150.80%-126.8pp | 115.61%-91.6pp | 345.46%-321.5pp |
| Employer contribution / active EE | $21,456 | $6,370+236.8% | $5,613+282.2% | $4,764+350.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,893 | $13,124-32.2% | $10,844-18.0% | $11,601-23.3% |