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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 | $1,345,126 | $67,894+1881.2% | $89,340+1405.6% | $82,448+1531.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 57.86% | 19.21%+38.7pp | 20.57%+37.3pp | 41.64%+16.2pp |
| Employer contribution / active EE | $6,047 | $1,828+230.8% | $2,231+171.0% | $2,551+137.1% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,404 | $5,723+204.1% | $6,704+159.6% | $7,234+140.6% |