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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 | $1,329,307 | $157,829+742.2% | $136,867+871.2% | $198,609+569.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.29% | 51.25%-31.0pp | 42.97%-22.7pp | 202.70%-182.4pp |
| Employer contribution / active EE | $26,466 | $3,923+574.7% | $3,547+646.2% | $5,055+423.5% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $60,000 | $11,107+440.2% | $10,340+480.3% | $19,030+215.3% |