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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 | $1,312,498 | $94,529+1288.5% | $140,019+837.4% | $64,173+1945.3% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.1pp |
| Annual return | 6.87% | 7.77%-0.9pp | 651.17%-644.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $14,507 | $3,812+280.5% | $5,605+158.8% | $2,381+509.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,664 | $6,741+28.5% | $10,705-19.1% | $4,887+77.3% |