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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 | $1,267,300 | $167,533+656.4% | $151,645+735.7% | $134,545+841.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 9.17% | 7.81%+1.4pp | 3.34%+5.8pp | 418.37%-409.2pp |
| Employer contribution / active EE | $7,500 | $6,828+9.8% | $6,165+21.7% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $66,584 | $13,781+383.2% | $11,614+473.3% | $11,431+482.5% |