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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 | $1,031,551 | $389,628+164.8% | $325,506+216.9% | $428,746+140.6% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.1%+16.9pp | 88.2%+11.8pp |
| Annual return | 10.93% | 2.73%+8.2pp | 4.91%+6.0pp | 331.92%-321.0pp |
| Employer contribution / active EE | $17,500 | $5,530+216.4% | $4,786+265.7% | $8,363+109.2% |
| Participant deferral / active EE | $0 | $4,466-100.0% | $3,804-100.0% | $5,961-100.0% |
| Admin fee / account holder | $61,885 | $11,063+459.4% | $10,490+490.0% | $31,735+95.0% |