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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 | $1,776,822 | $132,310+1242.9% | $105,754+1580.2% | $273,972+548.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.63% | 10.08%-0.4pp | 12.25%-2.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $26,218 | $4,867+438.7% | $4,079+542.8% | $4,869+438.5% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $225,671 | $12,036+1774.9% | $8,309+2615.9% | $10,133+2127.2% |