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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 | $1,079,904 | $167,504+544.7% | $151,628+612.2% | $134,509+702.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.87% | 7.81%-1.9pp | 3.34%+2.5pp | 418.13%-412.3pp |
| Employer contribution / active EE | $8,519 | $6,828+24.8% | $6,165+38.2% | $4,741+79.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $44,597 | $13,779+223.7% | $11,613+284.0% | $11,427+290.3% |