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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 | $53,063+1847.4% | $124,206+732.0% | $82,637+1150.5% |
| Participation rate | 96.1% | 58.4%+37.7pp | 69.6%+26.5pp | 68.1%+28.0pp |
| Annual return | 15.10% | 68.87%-53.8pp | 515.27%-500.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $49,356 | $1,530+3125.2% | $3,540+1294.1% | $2,552+1833.9% |
| Participant deferral / active EE | $10,555 | $2,644+299.2% | $3,968+166.0% | $4,126+155.8% |
| Admin fee / account holder | $7,384 | $4,281+72.5% | $5,929+24.6% | $7,339+0.6% |