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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 | $1,332,975 | $176,786+654.0% | $146,643+809.0% | $167,536+695.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 13.12% | 24.04%-10.9pp | 22.75%-9.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $5,250 | $5,161+1.7% | $4,137+26.9% | $4,839+8.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,533 | $13,262-58.3% | $10,280-46.2% | $12,315-55.1% |