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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 | $1,151,979 | $149,778+669.1% | $118,946+868.5% | $158,966+624.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.95% | 19.95%-7.0pp | 35.89%-22.9pp | 302.95%-290.0pp |
| Employer contribution / active EE | $12,837 | $4,117+211.8% | $3,263+293.4% | $4,762+169.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $74,857 | $8,604+770.0% | $6,581+1037.5% | $11,250+565.4% |