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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 | $1,773,526 | $106,280+1568.7% | $96,538+1737.1% | $139,487+1171.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.40% | 38.48%-14.1pp | 35.74%-11.3pp | 373.84%-349.4pp |
| Employer contribution / active EE | $15,789 | $4,107+284.4% | $3,740+322.2% | $4,755+232.1% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $146,700 | $7,888+1759.8% | $6,737+2077.4% | $11,407+1186.0% |