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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 | $1,420,421 | $288,797+391.8% | $239,577+492.9% | $382,429+271.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 12.46% | -3.30%+15.8pp | -0.70%+13.2pp | 248.85%-236.4pp |
| Employer contribution / active EE | $41,965 | $8,558+390.4% | $7,232+480.3% | $8,036+422.2% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $11,602 | $18,649-37.8% | $19,315-39.9% | $30,732-62.2% |