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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 | $1,156,821 | $78,690+1370.1% | $161,489+616.3% | $87,485+1222.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.55% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $33,617 | $2,588+1198.8% | $4,268+687.6% | $2,596+1194.9% |
| Participant deferral / active EE | $20,470 | $3,311+518.3% | $5,630+263.6% | $4,274+379.0% |
| Admin fee / account holder | $13,260 | $6,724+97.2% | $16,006-17.2% | $7,775+70.5% |