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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 | $1,156,057 | $95,453+1111.1% | $112,040+931.8% | $82,448+1302.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 34.87% | 23.92%+11.0pp | 24.52%+10.4pp | 41.64%-6.8pp |
| Employer contribution / active EE | $18,056 | $2,318+679.0% | $2,954+511.3% | $2,551+607.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,707 | $9,013+74.3% | $12,098+29.8% | $7,234+117.1% |