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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 | $1,378,626 | $167,533+722.9% | $151,645+809.1% | $134,545+924.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.59% | 7.81%-8.4pp | 3.34%-3.9pp | 418.37%-419.0pp |
| Employer contribution / active EE | $40,500 | $6,828+493.1% | $6,165+556.9% | $4,742+754.2% |
| Participant deferral / active EE | $24,833 | $8,985+176.4% | $8,363+197.0% | $6,401+287.9% |
| Admin fee / account holder | $27,530 | $13,781+99.8% | $11,614+137.0% | $11,431+140.8% |