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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 | $1,773,315 | $183,516+866.3% | $155,534+1040.1% | $145,884+1115.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $21,023 | $5,315+295.6% | $4,675+349.7% | $4,662+350.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $91,415 | $19,293+373.8% | $15,900+474.9% | $13,392+582.6% |