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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 | $1,274,895 | $201,264+533.4% | $184,185+592.2% | $145,978+773.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.95% | 29.00%-11.1pp | 28.81%-10.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $11,724 | $7,021+67.0% | $6,426+82.5% | $4,662+151.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,542 | $16,376-47.8% | $13,909-38.6% | $13,400-36.3% |