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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 | $1,472,012 | $145,431+912.2% | $211,142+597.2% | $87,485+1582.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 23.99% | 27.21%-3.2pp | 46.84%-22.8pp | 26.06%-2.1pp |
| Employer contribution / active EE | $44,937 | $4,662+864.0% | $6,442+597.5% | $2,596+1630.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $19,419 | $17,052+13.9% | $19,076+1.8% | $7,775+149.8% |