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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 | $1,541,094 | $86,050+1690.9% | $189,758+712.1% | $94,015+1539.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.79% | 17.77%-4.0pp | 52.62%-38.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $58,604 | $2,819+1978.7% | $4,767+1129.5% | $2,790+2000.4% |
| Participant deferral / active EE | $3,660 | $3,349+9.3% | $5,856-37.5% | $4,249-13.9% |
| Admin fee / account holder | $30,494 | $6,627+360.2% | $20,388+49.6% | $8,951+240.7% |