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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 | $1,103,784 | $93,345+1082.5% | $119,126+826.6% | $87,485+1161.7% |
| Participation rate | 97.6% | 68.7%+28.8pp | 75.8%+21.8pp | 68.9%+28.6pp |
| Annual return | 38.69% | 19.08%+19.6pp | 282.11%-243.4pp | 26.06%+12.6pp |
| Employer contribution / active EE | $28,094 | $3,172+785.8% | $4,034+596.5% | $2,596+982.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,872 | $8,039+159.7% | $10,693+95.2% | $7,775+168.5% |