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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 | $1,081,699 | $167,352+546.4% | $143,788+652.3% | $134,509+704.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.23% | 0.47%+7.8pp | -0.03%+8.3pp | 418.13%-409.9pp |
| Employer contribution / active EE | $37,061 | $5,620+559.5% | $4,952+648.4% | $4,741+681.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $480 | $18,091-97.3% | $14,675-96.7% | $11,427-95.8% |