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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 | $1,534,366 | $133,983+1045.2% | $112,244+1267.0% | $134,493+1040.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 25.94% | 47.13%-21.2pp | 27.46%-1.5pp | 418.01%-392.1pp |
| Employer contribution / active EE | $15,789 | $4,039+291.0% | $3,635+334.4% | $4,740+233.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $118,625 | $7,490+1483.7% | $6,411+1750.4% | $11,425+938.3% |