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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 | $1,317,819 | $127,296+935.2% | $109,907+1099.0% | $167,536+686.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.72% | 22.97%-8.3pp | 29.46%-14.7pp | 478.82%-464.1pp |
| Employer contribution / active EE | $58,000 | $3,325+1644.4% | $2,844+1939.5% | $4,839+1098.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,765 | $7,119-47.1% | $6,069-38.0% | $12,315-69.4% |