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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 | $1,378,931 | $108,825+1167.1% | $156,181+782.9% | $82,448+1572.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.00% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $7,761 | $2,870+170.4% | $4,294+80.7% | $2,551+204.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $48,064 | $9,341+414.6% | $14,586+229.5% | $7,234+564.4% |