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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 | $1,581,448 | $99,875+1483.4% | $146,866+976.8% | $86,983+1718.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.51% | 28.10%-12.6pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $7,799 | $3,224+141.9% | $4,425+76.3% | $2,584+201.8% |
| Participant deferral / active EE | $13,330 | $6,322+110.8% | $7,759+71.8% | $4,194+217.9% |
| Admin fee / account holder | $15,077 | $7,838+92.4% | $13,620+10.7% | $7,856+91.9% |