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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 | $1,276,757 | $117,895+983.0% | $102,460+1146.1% | $145,897+775.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.25% | 31.92%-7.7pp | 29.47%-5.2pp | 552.29%-528.0pp |
| Employer contribution / active EE | $8,333 | $3,619+130.3% | $3,025+175.5% | $4,663+78.7% |
| Participant deferral / active EE | $24,000 | $5,736+318.4% | $5,056+374.7% | $6,689+258.8% |
| Admin fee / account holder | $16,667 | $13,353+24.8% | $9,460+76.2% | $13,390+24.5% |