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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 | $1,092,125 | $107,368+917.2% | $92,915+1075.4% | $152,909+614.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.27% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $3,000 | $4,222-29.0% | $3,653-17.9% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $308 | $7,082-95.7% | $5,796-94.7% | $11,601-97.3% |