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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 | $1,356,024 | $957,623+41.6% | $927,953+46.1% | $587,889+130.7% |
| Participation rate | 100.0% | 94.4%+5.6pp | 93.5%+6.5pp | 87.9%+12.1pp |
| Annual return | 12.62% | 6.72%+5.9pp | 5.36%+7.3pp | 19.70%-7.1pp |
| Employer contribution / active EE | $26,921 | $24,652+9.2% | $24,118+11.6% | $21,263+26.6% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $4,634-100.0% | $8,361-100.0% |
| Admin fee / account holder | $11,670 | $57,396-79.7% | $55,107-78.8% | $49,457-76.4% |