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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 | $1,252,650 | $106,247+1079.0% | $96,515+1197.9% | $139,466+798.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 38.99% | 38.47%+0.5pp | 35.73%+3.3pp | 373.66%-334.7pp |
| Employer contribution / active EE | $7,322 | $4,106+78.3% | $3,740+95.8% | $4,754+54.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,194 | $7,885-59.5% | $6,735-52.6% | $11,409-72.0% |