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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 | $2,070,619 | $254,759+712.8% | $216,567+856.1% | $198,609+942.6% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 16.37% | 10.04%+6.3pp | 12.94%+3.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $45,495 | $26,311+72.9% | $21,981+107.0% | $19,030+139.1% |