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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 | $1,207,379 | $124,980+866.1% | $108,359+1014.2% | $154,746+680.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.47% | 45.00%-28.5pp | 36.89%-20.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $32,400 | $2,851+1036.6% | $2,399+1250.3% | $4,379+639.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $41,537 | $11,502+261.1% | $9,741+326.4% | $14,365+189.1% |