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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 | $72,607+1752.6% | $90,259+1390.3% | $87,485+1437.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 57.86% | 18.59%+39.3pp | 18.88%+39.0pp | 26.06%+31.8pp |
| Employer contribution / active EE | $6,047 | $1,919+215.0% | $2,291+163.9% | $2,596+132.9% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $17,404 | $5,947+192.7% | $7,267+139.5% | $7,775+123.8% |