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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 | $124,298+983.5% | $109,152+1133.8% | $167,497+704.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 42.40% | 26.04%+16.4pp | 25.75%+16.6pp | 478.62%-436.2pp |
| Employer contribution / active EE | $15,789 | $4,208+275.2% | $3,722+324.2% | $4,838+226.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $50,450 | $7,971+532.9% | $6,753+647.1% | $12,310+309.8% |