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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 | $1,087,350 | $157,276+591.4% | $141,177+670.2% | $152,885+611.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.42% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $2,579 | $5,262-51.0% | $4,736-45.5% | $4,763-45.9% |
| Participant deferral / active EE | $5,580 | $7,110-21.5% | $6,710-16.8% | $5,851-4.6% |
| Admin fee / account holder | $403,077 | $12,123+3225.0% | $10,263+3827.4% | $11,598+3375.4% |