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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 | $1,472,012 | $146,267+906.4% | $197,124+646.7% | $82,448+1685.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 23.99% | 29.61%-5.6pp | 44.34%-20.4pp | 41.64%-17.6pp |
| Employer contribution / active EE | $44,937 | $4,723+851.4% | $6,227+621.6% | $2,551+1661.6% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $19,419 | $14,422+34.7% | $16,298+19.2% | $7,234+168.4% |