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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 | $1,132,902 | $201,370+462.6% | $184,256+514.9% | $145,897+676.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.18% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $43,159 | $7,024+514.5% | $6,427+571.5% | $4,663+825.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,239 | $16,364-55.8% | $13,899-47.9% | $13,390-45.9% |