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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 | $1,283,920 | $158,852+708.2% | $121,220+959.2% | $135,380+848.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.97% | -0.64%+1.6pp | 16.94%-16.0pp | 519.81%-518.8pp |
| Employer contribution / active EE | $15,750 | $5,666+178.0% | $4,023+291.5% | $4,779+229.6% |
| Participant deferral / active EE | $24,500 | $4,006+511.6% | $3,345+632.4% | $5,609+336.8% |
| Admin fee / account holder | $35,405 | $6,515+443.5% | $5,021+605.2% | $10,828+227.0% |