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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 | $1,222,911 | $79,961+1429.4% | $98,462+1142.0% | $75,177+1526.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.16% | 19.75%+1.4pp | 21.17%0pp | 160.75%-139.6pp |
| Employer contribution / active EE | $7,290 | $2,264+222.0% | $3,049+139.1% | $2,671+172.9% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,761 | $6,842+86.5% | $8,875+43.8% | $5,651+125.8% |