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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 | $1,257,662 | $163,687+668.3% | $108,745+1056.5% | $273,972+359.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 11.08% | 31.16%-20.1pp | 46.22%-35.1pp | 41.46%-30.4pp |
| Employer contribution / active EE | $34,866 | $4,711+640.0% | $3,323+949.2% | $4,869+616.1% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,041 | $12,890-76.4% | $6,144-50.5% | $10,133-70.0% |