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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 | $1,169,638 | $81,331+1338.1% | $155,534+652.0% | $80,935+1345.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 46.12% | 33.37%+12.8pp | 64.92%-18.8pp | 35.66%+10.5pp |
| Employer contribution / active EE | $39,476 | $3,105+1171.5% | $4,675+744.4% | $2,757+1332.0% |
| Participant deferral / active EE | $19,415 | $3,454+462.1% | $5,630+244.8% | $4,299+351.6% |
| Admin fee / account holder | $108,693 | $7,999+1258.8% | $15,900+583.6% | $6,924+1469.7% |