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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 | $1,477,007 | $91,167+1520.1% | $178,498+727.5% | $79,858+1749.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.01% | 24.19%-10.2pp | 151.09%-137.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $36,356 | $3,255+1016.8% | $5,011+625.5% | $2,471+1371.4% |
| Participant deferral / active EE | $22,880 | $3,236+607.1% | $5,202+339.8% | $3,740+511.7% |
| Admin fee / account holder | $46,928 | $6,747+595.5% | $13,985+235.6% | $5,306+784.4% |