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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 | $1,305,974 | $117,846+1008.2% | $102,434+1174.9% | $145,884+795.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.86% | 31.90%-9.0pp | 29.46%-6.6pp | 551.85%-529.0pp |
| Employer contribution / active EE | $3,396 | $3,615-6.1% | $3,023+12.3% | $4,662-27.2% |
| Participant deferral / active EE | $12,432 | $5,733+116.8% | $5,055+145.9% | $6,690+85.8% |
| Admin fee / account holder | $48,883 | $13,356+266.0% | $9,462+416.6% | $13,392+265.0% |