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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 | $717,985 | $53,412+1244.2% | $68,509+948.0% | $52,331+1272.0% |
| Participation rate | 99.0% | 71.7%+27.4pp | 74.7%+24.3pp | 68.1%+30.9pp |
| Annual return | 12.63% | 3.42%+9.2pp | 8.27%+4.4pp | 4.54%+8.1pp |
| Employer contribution / active EE | $3,941 | $1,607+145.2% | $2,278+73.0% | $1,882+109.4% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $40,276 | $461+8639.3% | $5,275+663.6% | $592+6708.0% |