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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 | $1,065,100 | $105,929+905.5% | $81,926+1200.1% | $158,950+570.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.81% | 38.19%-29.4pp | 29.49%-20.7pp | 302.91%-294.1pp |
| Employer contribution / active EE | $28,025 | $7,802+259.2% | $4,310+550.2% | $4,762+488.5% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,703 | $8,492-44.6% | $5,159-8.8% | $11,248-58.2% |