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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 | $1,556,065 | $176,402+782.1% | $134,162+1059.8% | $158,982+878.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.92% | 63.66%-54.7pp | 36.35%-27.4pp | 302.99%-294.1pp |
| Employer contribution / active EE | $30,000 | $5,042+495.0% | $3,705+709.7% | $4,763+529.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,145 | $8,719+50.8% | $6,685+96.6% | $11,252+16.8% |