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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 | $88,672+1216.5% | $105,223+1009.4% | $82,448+1315.9% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 13.94% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $15,655 | $3,048+413.6% | $3,689+324.4% | $2,551+513.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,586 | $7,146+90.1% | $8,859+53.4% | $7,234+87.8% |