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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 | $1,864,841 | $447,575+316.7% | $442,758+321.2% | $587,889+217.2% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 1.16% | 60.52%-59.4pp | 57.90%-56.7pp | 19.70%-18.5pp |
| Employer contribution / active EE | $35,556 | $19,373+83.5% | $20,141+76.5% | $21,263+67.2% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $30,000 | $9,225+225.2% | $9,773+207.0% | $49,457-39.3% |