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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 | $1,346,734 | $124,351+983.0% | $109,188+1133.4% | $167,553+703.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 42.40% | 26.04%+16.4pp | 25.76%+16.6pp | 478.89%-436.5pp |
| Employer contribution / active EE | $15,789 | $4,210+275.1% | $3,723+324.1% | $4,840+226.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $50,450 | $7,975+532.6% | $6,755+646.8% | $12,316+309.6% |