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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 | $2,284,747 | $755,339+202.5% | $379,746+501.7% | $158,982+1337.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 18.86% | 53.41%-34.5pp | 34.90%-16.0pp | 302.99%-284.1pp |
| Employer contribution / active EE | $31,515 | $4,685+572.6% | $3,540+790.3% | $4,763+561.7% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,665 | $14,482-47.1% | $7,927-3.3% | $11,252-31.9% |