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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 | $1,064,911 | $167,352+536.3% | $143,788+640.6% | $134,509+691.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.47% | 0.47%+3.0pp | -0.03%+3.5pp | 418.13%-414.7pp |
| Employer contribution / active EE | $38,107 | $5,620+578.1% | $4,952+669.6% | $4,741+703.9% |
| Participant deferral / active EE | $18,543 | $6,447+187.6% | $5,638+228.9% | $6,400+189.7% |
| Admin fee / account holder | $5,577 | $18,091-69.2% | $14,675-62.0% | $11,427-51.2% |