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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 | $1,167,370 | $105,284+1008.8% | $150,734+674.5% | $94,015+1141.7% |
| Participation rate | 97.2% | 71.7%+25.4pp | 78.4%+18.7pp | 70.8%+26.4pp |
| Annual return | 13.94% | 15.67%-1.7pp | 600.81%-586.9pp | 17.84%-3.9pp |
| Employer contribution / active EE | $15,655 | $3,599+335.0% | $4,918+218.3% | $2,790+461.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,586 | $9,839+38.1% | $14,905-8.9% | $8,951+51.8% |