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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 | $1,984,859 | $232,540+753.6% | $185,117+972.2% | $147,586+1244.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.46% | 43.03%-34.6pp | 40.50%-32.0pp | 578.59%-570.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $52,762 | $5,834+804.4% | $5,045+945.8% | $5,439+870.1% |
| Admin fee / account holder | $8,503 | $10,275-17.2% | $8,159+4.2% | $10,886-21.9% |