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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 | $1,336,484 | $101,778+1213.1% | $164,975+710.1% | $80,925+1551.5% |
| Participation rate | 94.9% | 71.8%+23.0pp | 78.6%+16.3pp | 67.7%+27.2pp |
| Annual return | 21.23% | 16.73%+4.5pp | 70.12%-48.9pp | 35.65%-14.4pp |
| Employer contribution / active EE | $7,806 | $2,954+164.3% | $4,343+79.7% | $2,756+183.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $77,678 | $8,221+844.8% | $12,688+512.2% | $6,940+1019.3% |