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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 | $87,106+1777.6% | $105,607+1448.6% | $80,935+1920.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 48.53% | 17.01%+31.5pp | 116.11%-67.6pp | 35.66%+12.9pp |
| Employer contribution / active EE | $9,475 | $2,396+295.4% | $3,167+199.2% | $2,757+243.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $119,067 | $8,447+1309.6% | $10,958+986.6% | $6,924+1619.5% |