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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 | $1,950,052 | $97,648+1897.0% | $121,663+1502.8% | $87,485+2129.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 40.20% | 18.03%+22.2pp | 147.54%-107.3pp | 26.06%+14.1pp |
| Employer contribution / active EE | $9,998 | $2,300+334.6% | $3,020+231.1% | $2,596+285.1% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $41,539 | $11,100+274.2% | $14,289+190.7% | $7,775+434.3% |