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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 | $1,246,243 | $80,983+1438.9% | $96,544+1190.9% | $75,177+1557.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 26.62% | 27.05%-0.4pp | 25.88%+0.7pp | 160.75%-134.1pp |
| Employer contribution / active EE | $24,939 | $2,282+992.6% | $2,966+740.7% | $2,671+833.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $55,459 | $6,717+725.7% | $8,254+571.9% | $5,651+881.3% |