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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 | $1,070,019 | $95,406+1021.5% | $185,849+475.7% | $85,847+1146.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 28.86% | 23.59%+5.3pp | 122.10%-93.2pp | 318.61%-289.7pp |
| Employer contribution / active EE | $31,078 | $3,314+837.9% | $5,169+501.3% | $2,565+1111.5% |
| Participant deferral / active EE | $19,326 | $3,424+464.5% | $5,569+247.0% | $3,952+389.0% |
| Admin fee / account holder | $58,529 | $7,214+711.3% | $16,244+260.3% | $6,261+834.9% |