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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 | $78,690+1236.4% | $161,489+551.2% | $87,485+1102.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.19% | 32.74%-16.6pp | 89.72%-73.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $35,496 | $2,588+1271.4% | $4,268+731.6% | $2,596+1267.2% |
| Participant deferral / active EE | $21,148 | $3,311+538.7% | $5,630+275.6% | $4,274+394.8% |
| Admin fee / account holder | $2,632 | $6,724-60.9% | $16,006-83.6% | $7,775-66.2% |