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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 | $1,781,354 | $215,361+727.1% | $171,082+941.2% | $273,972+550.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.62% | 25.14%-16.5pp | 32.56%-23.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $35,995 | $5,543+549.3% | $4,797+650.3% | $5,287+580.8% |
| Admin fee / account holder | $6,867 | $10,846-36.7% | $8,520-19.4% | $10,133-32.2% |