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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 | $1,689,064 | $176,786+855.4% | $146,643+1051.8% | $167,536+908.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.63% | 24.04%-4.4pp | 22.75%-3.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $35,000 | $5,161+578.1% | $4,137+746.1% | $4,839+623.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $40,000 | $13,262+201.6% | $10,280+289.1% | $12,315+224.8% |