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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 | $1,231,529 | $108,825+1031.7% | $156,181+688.5% | $82,448+1393.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 78.8%+9.6pp | 68.1%+20.4pp |
| Annual return | 13.42% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $21,490 | $2,870+648.8% | $4,294+400.5% | $2,551+742.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,343 | $9,341+32.1% | $14,586-15.4% | $7,234+70.6% |