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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 | $1,613,807 | $785,698+105.4% | $694,382+132.4% | $554,306+191.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 10.96% | 9.34%+1.6pp | 9.66%+1.3pp | 10.47%+0.5pp |
| Employer contribution / active EE | $17,840 | $27,225-34.5% | $25,660-30.5% | $25,289-29.5% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $66,291 | $18,173+264.8% | $15,543+326.5% | $49,540+33.8% |