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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 | $1,130,627 | $77,901+1351.4% | $149,717+655.2% | $75,181+1403.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.97% | 31.73%-13.8pp | 134.41%-116.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $40,849 | $3,137+1202.0% | $4,820+747.5% | $2,671+1429.6% |
| Participant deferral / active EE | $23,647 | $3,411+593.3% | $5,682+316.2% | $4,126+473.2% |
| Admin fee / account holder | $131,002 | $5,949+2102.1% | $13,213+891.5% | $5,650+2218.7% |