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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 | $736,348 | $60,349+1120.2% | $74,184+892.6% | $62,881+1071.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.24% | 21.38%-7.1pp | 17.74%-3.5pp | 20.14%-5.9pp |
| Employer contribution / active EE | $16,216 | $1,680+865.1% | $2,370+584.2% | $2,281+611.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,893 | $4,261+179.1% | $5,586+112.9% | $4,296+176.9% |