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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 | $109,620+1678.9% | $148,496+1213.2% | $94,015+1974.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 40.20% | 17.54%+22.7pp | 12.33%+27.9pp | 17.84%+22.4pp |
| Employer contribution / active EE | $9,998 | $2,618+281.9% | $3,497+185.9% | $2,790+258.3% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $41,539 | $10,050+313.3% | $19,547+112.5% | $8,951+364.1% |