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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 | $93,345+1150.6% | $119,126+879.9% | $87,485+1234.4% |
| Participation rate | 97.2% | 68.7%+28.4pp | 75.8%+21.4pp | 68.9%+28.3pp |
| Annual return | 13.94% | 19.08%-5.1pp | 282.11%-268.2pp | 26.06%-12.1pp |
| Employer contribution / active EE | $15,655 | $3,172+393.6% | $4,034+288.1% | $2,596+503.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,586 | $8,039+69.0% | $10,693+27.1% | $7,775+74.7% |