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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 | $1,040,671 | $58,099+1691.2% | $76,872+1253.8% | $75,173+1284.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 76.83% | 26.71%+50.1pp | 37.90%+38.9pp | 160.72%-83.9pp |
| Employer contribution / active EE | $4,881 | $1,996+144.6% | $2,533+92.7% | $2,671+82.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,465 | $4,778+474.9% | $5,476+401.5% | $5,651+386.1% |