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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 | $1,689,280 | $181,896+828.7% | $156,551+979.1% | $273,972+516.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.99% | 30.74%-12.7pp | 32.23%-14.2pp | 41.46%-23.5pp |
| Employer contribution / active EE | $9,669 | $6,248+54.8% | $5,501+75.8% | $4,869+98.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52,267 | $15,560+235.9% | $13,028+301.2% | $10,133+415.8% |