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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 | $1,084,119 | $93,598+1058.3% | $135,974+697.3% | $75,173+1342.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.51% | 30.89%-8.4pp | 68.30%-45.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $53,485 | $3,538+1411.8% | $4,859+1000.8% | $2,671+1902.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $34,790 | $6,978+398.6% | $10,767+223.1% | $5,651+515.7% |