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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 | $1,146,660 | $104,251+999.9% | $91,004+1160.0% | $147,586+676.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.34% | 27.06%-17.7pp | 4.60%+4.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $25,353 | $3,116+713.7% | $2,456+932.4% | $4,876+419.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,610 | $8,948+141.5% | $5,417+298.9% | $10,886+98.5% |