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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 | $1,096,533 | $125,797+771.7% | $170,057+544.8% | $75,177+1358.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.95% | 27.20%-13.2pp | 53.42%-39.5pp | 160.75%-146.8pp |
| Employer contribution / active EE | $20,681 | $4,616+348.0% | $6,790+204.6% | $2,671+674.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65,253 | $8,177+698.0% | $12,826+408.7% | $5,651+1054.6% |