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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 | $1,016,605 | $100,811+908.4% | $86,698+1072.6% | $134,545+655.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 25.44% | 29.11%-3.7pp | 35.96%-10.5pp | 418.37%-392.9pp |
| Employer contribution / active EE | $20,363 | $3,490+483.4% | $2,837+617.8% | $4,742+329.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,760 | $10,926+25.9% | $7,492+83.7% | $11,431+20.4% |