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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 | $1,526,874 | $232,540+556.6% | $185,117+724.8% | $147,585+934.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.48% | 43.03%-33.6pp | 40.50%-31.0pp | 578.58%-569.1pp |
| Employer contribution / active EE | $18,477 | $5,195+255.7% | $4,182+341.9% | $4,876+278.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $834 | $10,275-91.9% | $8,159-89.8% | $10,886-92.3% |