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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 | $833,474 | $70,366+1084.5% | $66,674+1150.1% | $138,895+500.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.43% | 386.41%-372.0pp | 321.24%-306.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $18,026 | $2,765+551.9% | $2,620+588.0% | $4,194+329.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $22,144 | $5,262+320.8% | $5,098+334.4% | $12,562+76.3% |