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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 | $316,187+349.2% | $269,529+427.0% | $461,066+208.1% |
| Participation rate | 100.0% | 86.6%+13.4pp | 82.8%+17.2pp | 87.7%+12.3pp |
| Annual return | 12.46% | -6.39%+18.8pp | -4.31%+16.8pp | 484.84%-472.4pp |
| Employer contribution / active EE | $41,965 | $10,349+305.5% | $8,701+382.3% | $9,163+358.0% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $11,602 | $16,501-29.7% | $15,286-24.1% | $28,147-58.8% |