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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 | $1,870,885 | $215,361+768.7% | $171,082+993.6% | $273,972+582.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.61% | 25.14%-18.5pp | 32.56%-25.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $11,316 | $4,967+127.8% | $4,002+182.8% | $4,869+132.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $114,717 | $10,846+957.7% | $8,520+1246.5% | $10,133+1032.2% |