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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 | $3,060,486 | $315,200+871.0% | $238,191+1184.9% | $155,188+1872.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 15.38% | 10.25%+5.1pp | 13.02%+2.4pp | 148.84%-133.5pp |
| Employer contribution / active EE | $49,263 | $6,383+671.8% | $5,082+869.4% | $4,248+1059.7% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,088 | $48,031-91.5% | $34,582-88.2% | $14,480-71.8% |