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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 | $1,356,149 | $531,493+155.2% | $404,842+235.0% | $531,493+155.2% |
| Participation rate | 100.0% | 86.9%+13.1pp | 98.3%+1.7pp | 86.9%+13.1pp |
| Annual return | 37.53% | 9.82%+27.7pp | 24.27%+13.3pp | 9.82%+27.7pp |
| Employer contribution / active EE | $33,000 | $22,221+48.5% | $16,592+98.9% | $22,221+48.5% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $2,026-100.0% | $6,107-100.0% |
| Admin fee / account holder | $15,137 | $42,466-64.4% | $5,362+182.3% | $42,466-64.4% |