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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 | $2,008,573 | $213,785+839.5% | $185,441+983.1% | $155,188+1194.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.16% | 19.97%-7.8pp | 20.16%-8.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $40,000 | $5,393+641.7% | $4,672+756.1% | $4,248+841.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $52,456 | $21,134+148.2% | $17,890+193.2% | $14,480+262.3% |