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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 | $115,931+951.1% | $185,441+557.1% | $86,983+1300.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 44.18% | 21.47%+22.7pp | 20.16%+24.0pp | 25.83%+18.4pp |
| Employer contribution / active EE | $5,517 | $2,937+87.9% | $4,672+18.1% | $2,584+113.5% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,349 | $10,687-59.3% | $17,890-75.7% | $7,856-44.6% |