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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 | $1,314,391 | $91,198+1341.3% | $178,503+636.3% | $79,856+1546.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.04% | 24.20%-8.2pp | 151.12%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $31,632 | $3,257+871.3% | $5,011+531.2% | $2,471+1180.0% |
| Participant deferral / active EE | $20,655 | $3,237+538.2% | $5,202+297.0% | $3,741+452.2% |
| Admin fee / account holder | $31,609 | $6,748+368.4% | $13,987+126.0% | $5,306+495.7% |