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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 | $1,508,703 | $111,814+1249.3% | $103,378+1359.4% | $145,978+933.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.22% | 24.80%-5.6pp | 24.91%-5.7pp | 550.52%-531.3pp |
| Employer contribution / active EE | $36,008 | $4,215+754.3% | $3,870+830.3% | $4,662+672.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $153,309 | $9,764+1470.2% | $8,401+1724.9% | $13,400+1044.1% |