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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 | $1,635,484 | $87,060+1778.6% | $105,591+1448.9% | $80,911+1921.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 48.53% | 17.05%+31.5pp | 116.43%-67.9pp | 35.63%+12.9pp |
| Employer contribution / active EE | $9,475 | $2,396+295.4% | $3,166+199.3% | $2,756+243.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $119,067 | $8,442+1310.4% | $11,024+980.1% | $6,935+1617.0% |