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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 | $1,062,393 | $78,672+1250.4% | $109,163+873.2% | $85,856+1137.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 78.11% | 25.09%+53.0pp | 25.75%+52.4pp | 318.58%-240.5pp |
| Employer contribution / active EE | $18,611 | $2,734+580.8% | $3,723+400.0% | $2,565+625.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,462 | $5,470+36.4% | $6,754+10.5% | $6,261+19.2% |