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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 | $1,979,898 | $554,306+257.2% | $455,660+334.5% | $554,306+257.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 88.2%+11.8pp | 84.6%+15.4pp |
| Annual return | 43.45% | 10.47%+33.0pp | 18.72%+24.7pp | 10.47%+33.0pp |
| Employer contribution / active EE | $34,500 | $25,289+36.4% | $10,947+215.2% | $25,289+36.4% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $1,211-100.0% | $3,690-100.0% |
| Admin fee / account holder | $21,118 | $49,540-57.4% | $4,920+329.2% | $49,540-57.4% |