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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 | $1,084,885 | $65,367+1559.7% | $92,915+1067.6% | $72,976+1386.6% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 65.57% | 42.11%+23.5pp | 109.45%-43.9pp | 81.02%-15.4pp |
| Employer contribution / active EE | $17,655 | $2,594+580.7% | $3,653+383.2% | $2,440+623.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,404 | $4,251+50.6% | $5,796+10.5% | $5,124+25.0% |