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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 | $1,750,171 | $211,946+725.8% | $169,452+932.8% | $135,379+1192.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.47% | 3.26%+8.2pp | 1.83%+9.6pp | 519.79%-508.3pp |
| Employer contribution / active EE | $27,854 | $5,117+444.3% | $4,157+570.1% | $4,779+482.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $70,956 | $11,472+518.5% | $9,110+678.9% | $10,828+555.3% |