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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 | $1,402,757 | $295,923+374.0% | $239,403+485.9% | $382,429+266.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 26.37% | 1.75%+24.6pp | 3.34%+23.0pp | 248.85%-222.5pp |
| Employer contribution / active EE | $18,750 | $5,859+220.0% | $4,656+302.7% | $8,036+133.3% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $48,156 | $26,025+85.0% | $21,121+128.0% | $30,732+56.7% |