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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 | $1,286,135 | $111,814+1050.2% | $103,378+1144.1% | $145,978+781.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.24% | 24.80%-2.6pp | 24.91%-2.7pp | 550.52%-528.3pp |
| Employer contribution / active EE | $97,263 | $4,215+2207.5% | $3,870+2413.0% | $4,662+1986.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,177 | $9,764-6.0% | $8,401+9.2% | $13,400-31.5% |