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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 | $138,393+757.0% | $184,256+543.7% | $80,959+1365.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.01% | 20.01%-4.0pp | 28.85%-12.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $21,156 | $4,847+336.4% | $6,427+229.2% | $2,757+667.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $66,581 | $10,489+534.8% | $13,899+379.0% | $6,925+861.4% |