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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 | $1,259,221 | $211,105+496.5% | $178,449+605.6% | $145,978+762.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.20% | 30.19%-18.0pp | 27.09%-14.9pp | 550.52%-538.3pp |
| Employer contribution / active EE | $46,607 | $4,569+920.1% | $3,951+1079.7% | $4,662+899.8% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $53,434 | $12,017+344.6% | $10,362+415.7% | $13,400+298.7% |