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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 | $1,491,232 | $117,846+1165.4% | $102,434+1355.8% | $145,884+922.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.55% | 31.90%-17.4pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $15,833 | $3,615+338.0% | $3,023+423.7% | $4,662+239.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20,517 | $13,356+53.6% | $9,462+116.8% | $13,392+53.2% |