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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 | $1,424,413 | $254,759+459.1% | $216,567+557.7% | $198,609+617.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.96% | 10.04%+7.9pp | 12.94%+5.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $14,444 | $6,096+136.9% | $5,216+176.9% | $5,055+185.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,348 | $26,311-68.3% | $21,981-62.0% | $19,030-56.1% |