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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 | $1,452,049 | $97,125+1395.0% | $86,233+1583.9% | $137,256+957.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.62% | 74.19%-61.6pp | 61.39%-48.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $24,663 | $2,841+768.0% | $2,504+884.8% | $4,156+493.4% |
| Participant deferral / active EE | $21,250 | $5,180+310.3% | $4,559+366.1% | $6,407+231.7% |
| Admin fee / account holder | $5,831 | $9,725-40.0% | $8,342-30.1% | $12,270-52.5% |