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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 | $1,058,845 | $100,805+950.4% | $86,698+1121.3% | $134,532+687.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 37.84% | 29.09%+8.8pp | 35.95%+1.9pp | 418.27%-380.4pp |
| Employer contribution / active EE | $31,106 | $3,490+791.3% | $2,837+996.6% | $4,741+556.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $316,301 | $10,925+2795.1% | $7,493+4121.5% | $11,429+2667.6% |