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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 | $1,226,214 | $201,372+508.9% | $184,260+565.5% | $145,884+740.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.80% | 29.04%-17.2pp | 28.84%-17.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $45,412 | $7,024+546.6% | $6,427+606.5% | $4,662+874.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,991 | $16,362-32.8% | $13,898-20.9% | $13,392-17.9% |