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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 | $1,501,104 | $110,410+1259.6% | $102,437+1365.4% | $145,897+928.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.25% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $69,000 | $4,217+1536.2% | $3,871+1682.6% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,787 | $9,745-30.4% | $8,388-19.1% | $13,390-49.3% |