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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 | $1,008,070 | $254,759+295.7% | $216,567+365.5% | $198,609+407.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.60% | 10.04%+0.6pp | 12.94%-2.3pp | 202.70%-192.1pp |
| Employer contribution / active EE | $36,236 | $6,096+494.4% | $5,216+594.7% | $5,055+616.8% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $64,438 | $26,311+144.9% | $21,981+193.2% | $19,030+238.6% |