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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 | $1,186,060 | $138,385+757.1% | $184,200+543.9% | $80,874+1366.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.01% | 20.02%-4.0pp | 28.80%-12.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $21,156 | $4,849+336.2% | $6,424+229.3% | $2,756+667.7% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $66,581 | $10,483+535.1% | $13,907+378.8% | $6,935+860.0% |