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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 | $1,581,443 | $115,903+1264.5% | $100,528+1473.1% | $158,966+894.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.22% | 34.80%-20.6pp | 30.90%-16.7pp | 302.95%-288.7pp |
| Employer contribution / active EE | $10,000 | $4,105+143.6% | $3,419+192.5% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,853 | $11,000-1.3% | $8,084+34.3% | $11,250-3.5% |