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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 | $1,013,804 | $211,946+378.3% | $169,452+498.3% | $135,380+648.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.91% | 3.26%+1.6pp | 1.83%+3.1pp | 519.81%-514.9pp |
| Employer contribution / active EE | $18,450 | $5,117+260.6% | $4,157+343.8% | $4,779+286.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,317 | $11,472+242.7% | $9,110+331.6% | $10,828+263.1% |