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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 | $1,008,063 | $65,712+1434.1% | $57,196+1662.5% | $273,972+267.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.86% | 22.01%-10.1pp | 14.59%-2.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $43,765 | $3,280+1234.3% | $2,683+1531.2% | $4,869+798.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $51,724 | $4,838+969.2% | $3,141+1547.0% | $10,133+410.5% |