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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 | $1,110,256 | $72,269+1436.3% | $101,271+996.3% | $79,852+1290.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 49.71% | 22.29%+27.4pp | 46.48%+3.2pp | 31.72%+18.0pp |
| Employer contribution / active EE | $941 | $2,692-65.0% | $3,660-74.3% | $2,471-61.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $374 | $4,401-91.5% | $5,948-93.7% | $5,306-93.0% |