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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 | $1,073,000 | $162,781+559.2% | $133,956+701.0% | $158,931+575.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.76% | 41.94%-31.2pp | 45.09%-34.3pp | 302.86%-292.1pp |
| Employer contribution / active EE | $29,983 | $4,975+502.6% | $3,919+665.2% | $4,761+529.7% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $15,958 | $11,736+36.0% | $8,927+78.8% | $11,247+41.9% |