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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 | $1,030,964 | $158,827+549.1% | $121,208+750.6% | $135,382+661.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 65.40% | -0.64%+66.0pp | 16.93%+48.5pp | 519.77%-454.4pp |
| Employer contribution / active EE | $9,000 | $5,666+58.8% | $4,023+123.7% | $4,779+88.3% |
| Participant deferral / active EE | $21,500 | $4,006+436.7% | $3,345+542.7% | $5,609+283.3% |
| Admin fee / account holder | $6,184 | $6,514-5.1% | $5,020+23.2% | $10,829-42.9% |