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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 | $1,828,208 | $212,777+759.2% | $173,703+952.5% | $198,609+820.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.78% | 18.82%0pp | 17.46%+1.3pp | 202.70%-183.9pp |
| Employer contribution / active EE | $16,000 | $5,214+206.9% | $4,288+273.2% | $5,055+216.5% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $76,104 | $19,536+289.6% | $15,562+389.0% | $19,030+299.9% |