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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 | $1,260,520 | $81,487+1446.9% | $102,412+1130.8% | $80,935+1457.4% |
| Participation rate | 94.8% | 66.8%+28.0pp | 74.5%+20.3pp | 67.7%+27.2pp |
| Annual return | 30.18% | 25.60%+4.6pp | 24.94%+5.2pp | 35.66%-5.5pp |
| Employer contribution / active EE | $5,046 | $3,103+62.6% | $3,870+30.4% | $2,757+83.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,966 | $6,717-26.1% | $8,388-40.8% | $6,924-28.3% |