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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 | $1,001,558 | $91,198+998.2% | $178,503+461.1% | $79,856+1154.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.70% | 24.20%-5.5pp | 151.12%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $31,426 | $3,257+865.0% | $5,011+527.1% | $2,471+1171.7% |
| Participant deferral / active EE | $19,710 | $3,237+509.0% | $5,202+278.9% | $3,741+426.9% |
| Admin fee / account holder | $45,388 | $6,748+572.6% | $13,987+224.5% | $5,306+755.3% |