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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 | $1,043,682 | $141,004+640.2% | $112,273+829.6% | $139,456+648.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.27% | 32.75%-18.5pp | 30.23%-16.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $66,000 | $4,285+1440.3% | $3,431+1823.4% | $4,753+1288.7% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,437 | $9,959-55.4% | $7,752-42.8% | $11,407-61.1% |