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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 | $1,811,765 | $81,476+2123.7% | $102,383+1669.6% | $80,925+2138.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 47.55% | 25.59%+22.0pp | 24.94%+22.6pp | 35.65%+11.9pp |
| Employer contribution / active EE | $25,208 | $3,105+711.9% | $3,870+551.3% | $2,756+814.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,753 | $6,717+223.8% | $8,391+159.2% | $6,940+213.4% |