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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 | $1,208,001 | $124,351+871.4% | $109,188+1006.3% | $167,553+621.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.98% | 26.04%-3.1pp | 25.76%-2.8pp | 478.89%-455.9pp |
| Employer contribution / active EE | $57,477 | $4,210+1265.3% | $3,723+1443.8% | $4,840+1087.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,996 | $7,975-37.4% | $6,755-26.0% | $12,316-59.4% |