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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 | $104,650+1043.4% | $83,854+1326.9% | $155,188+671.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 12.56% | 28.97%-16.4pp | 31.39%-18.8pp | 148.84%-136.3pp |
| Employer contribution / active EE | $33,750 | $1,196+2721.0% | $1,017+3217.9% | $4,248+694.5% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,502 | $3,518+312.2% | $3,197+353.6% | $14,480+0.2% |