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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 | $1,823,906 | $212,777+757.2% | $173,703+950.0% | $198,609+818.3% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 16.84% | 18.82%-2.0pp | 17.46%-0.6pp | 202.70%-185.9pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $65,972 | $19,536+237.7% | $15,562+323.9% | $19,030+246.7% |