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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 | $1,347,069 | $86,940+1449.4% | $102,434+1215.1% | $80,935+1564.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.34% | 18.89%-2.6pp | 29.46%-13.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $23,248 | $2,370+881.1% | $3,023+669.0% | $2,757+743.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $60,290 | $8,047+649.2% | $9,462+537.2% | $6,924+770.7% |