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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 | $1,033,341 | $52,353+1873.8% | $120,225+759.5% | $82,448+1153.3% |
| Participation rate | 96.1% | 58.3%+37.8pp | 69.6%+26.5pp | 68.1%+28.0pp |
| Annual return | 15.10% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $49,356 | $1,510+3168.5% | $3,475+1320.1% | $2,551+1834.8% |
| Participant deferral / active EE | $10,555 | $2,627+301.8% | $3,999+164.0% | $4,139+155.0% |
| Admin fee / account holder | $7,384 | $4,363+69.3% | $5,696+29.6% | $7,234+2.1% |