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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 | $1,079,234 | $77,638+1290.1% | $156,551+589.4% | $62,881+1616.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.94% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $38,345 | $3,444+1013.4% | $5,501+597.0% | $2,281+1581.1% |
| Participant deferral / active EE | $24,670 | $3,046+710.0% | $4,871+406.5% | $3,203+670.2% |
| Admin fee / account holder | $31,928 | $5,561+474.1% | $13,028+145.1% | $4,296+643.2% |