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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 | $100,792+950.5% | $86,691+1121.4% | $134,509+687.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 37.84% | 29.08%+8.8pp | 35.94%+1.9pp | 418.13%-380.3pp |
| Employer contribution / active EE | $31,106 | $3,491+791.2% | $2,837+996.5% | $4,741+556.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $316,301 | $10,924+2795.5% | $7,492+4121.9% | $11,427+2668.1% |