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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 | $114,712+1102.1% | $173,730+693.7% | $87,485+1476.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 13.00% | 20.18%-7.2pp | 19.96%-7.0pp | 26.06%-13.1pp |
| Employer contribution / active EE | $7,761 | $2,904+167.2% | $4,577+69.6% | $2,596+198.9% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $48,064 | $10,210+370.8% | $17,523+174.3% | $7,775+518.2% |