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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 | $1,488,644 | $177,595+738.2% | $148,496+902.5% | $198,609+649.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.96% | 9.97%+5.0pp | 12.33%+2.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $30,401 | $4,098+641.9% | $3,497+769.2% | $5,055+501.4% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $22,206 | $27,010-17.8% | $19,547+13.6% | $19,030+16.7% |