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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 | $96,731+1106.8% | $123,973+841.6% | $86,983+1242.1% |
| Participation rate | 97.2% | 70.0%+27.2pp | 76.7%+20.5pp | 69.5%+27.6pp |
| Annual return | 13.94% | 17.33%-3.4pp | 388.13%-374.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $15,655 | $3,297+374.8% | $4,126+279.4% | $2,584+505.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $13,586 | $8,722+55.8% | $11,799+15.1% | $7,856+72.9% |