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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 | $1,218,563 | $108,825+1019.7% | $156,181+680.2% | $82,448+1378.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 44.18% | 20.59%+23.6pp | 64.87%-20.7pp | 41.64%+2.5pp |
| Employer contribution / active EE | $5,517 | $2,870+92.3% | $4,294+28.5% | $2,551+116.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,349 | $9,341-53.4% | $14,586-70.2% | $7,234-39.9% |