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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 | $1,016,329 | $176,688+475.2% | $130,660+677.8% | $152,909+564.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 29.87% | 2693.08%-2663.2pp | 1709.29%-1679.4pp | 345.46%-315.6pp |
| Employer contribution / active EE | $34,500 | $5,743+500.7% | $4,092+743.1% | $4,764+624.2% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,865 | $7,131+108.5% | $5,463+172.1% | $11,601+28.1% |