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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 | $1,128,847 | $201,370+460.6% | $184,256+512.7% | $145,897+673.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.34% | 29.05%-6.7pp | 28.85%-6.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $40,892 | $7,024+482.2% | $6,427+536.2% | $4,663+777.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,991 | $16,364-81.7% | $13,899-78.5% | $13,390-77.7% |