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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 | $1,370,888 | $118,695+1055.0% | $98,916+1285.9% | $158,950+762.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.77% | 372.39%-356.6pp | 196.45%-180.7pp | 302.91%-287.1pp |
| Employer contribution / active EE | $17,000 | $3,333+410.0% | $2,689+532.2% | $4,762+257.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,979 | $10,132+126.8% | $6,642+245.9% | $11,248+104.3% |