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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 | $1,066,168 | $89,259+1094.5% | $107,187+894.7% | $82,637+1190.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.19% | 21.02%-7.8pp | 204.55%-191.4pp | 53.51%-40.3pp |
| Employer contribution / active EE | $19,349 | $3,080+528.2% | $3,782+411.6% | $2,552+658.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,993 | $7,381+62.5% | $9,162+30.9% | $7,339+63.4% |