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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 | $1,196,526 | $94,439+1167.0% | $73,658+1524.4% | $154,746+673.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 12.56% | 28.25%-15.7pp | 29.72%-17.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $33,750 | $1,257+2584.4% | $1,032+3169.3% | $4,379+670.7% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,502 | $3,843+277.4% | $3,357+332.0% | $14,365+1.0% |