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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 | $1,051,587 | $77,814+1251.4% | $158,223+564.6% | $86,983+1109.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.19% | 30.54%-14.4pp | 52.09%-35.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $35,496 | $2,592+1269.4% | $4,109+763.9% | $2,584+1273.4% |
| Participant deferral / active EE | $21,148 | $3,270+546.8% | $5,467+286.8% | $4,194+404.3% |
| Admin fee / account holder | $2,632 | $5,879-55.2% | $16,047-83.6% | $7,856-66.5% |