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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 | $1,158,168 | $90,486+1179.9% | $78,676+1372.1% | $273,972+322.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.88% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $12,487 | $3,175+293.3% | $2,850+338.1% | $4,869+156.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,896 | $5,263+696.0% | $4,510+829.0% | $10,133+313.5% |