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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 | $1,745,030 | $169,356+930.4% | $129,406+1248.5% | $145,897+1096.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.03% | 14418.62%-14404.6pp | 9468.18%-9454.1pp | 552.29%-538.3pp |
| Employer contribution / active EE | $43,406 | $5,542+683.2% | $4,155+944.6% | $4,663+830.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,984 | $9,915-9.4% | $7,689+16.8% | $13,390-32.9% |