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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 | $1,304,072 | $108,825+1098.3% | $156,181+735.0% | $82,448+1481.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.38% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $18,733 | $2,870+552.8% | $4,294+336.3% | $2,551+634.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $55,308 | $9,341+492.1% | $14,586+279.2% | $7,234+664.5% |