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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 | $1,065,962 | $141,001+656.0% | $112,228+849.8% | $139,487+664.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.70% | 32.75%-15.1pp | 30.23%-12.5pp | 373.84%-356.1pp |
| Employer contribution / active EE | $9,896 | $4,285+130.9% | $3,432+188.4% | $4,755+108.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,594 | $9,959-23.8% | $7,752-2.0% | $11,407-33.4% |