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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 | $1,002,263 | $57,352+1647.6% | $83,831+1095.6% | $64,173+1461.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 33.80% | 11.38%+22.4pp | 850.99%-817.2pp | 7.63%+26.2pp |
| Employer contribution / active EE | $5,154 | $2,546+102.5% | $3,631+41.9% | $2,381+116.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,378 | $4,046+329.5% | $5,479+217.2% | $4,887+255.6% |