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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 | $1,077,360 | $101,795+958.4% | $165,100+552.6% | $80,959+1230.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 37.18% | 16.73%+20.4pp | 70.21%-33.0pp | 35.67%+1.5pp |
| Employer contribution / active EE | $6,400 | $2,954+116.7% | $4,348+47.2% | $2,757+132.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,602 | $8,221-31.9% | $12,696-55.9% | $6,925-19.1% |