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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 | $1,413,961 | $419,381+237.2% | $352,393+301.2% | $259,158+445.6% |
| Participation rate | 100.0% | 96.3%+3.7pp | 94.5%+5.5pp | 95.8%+4.2pp |
| Annual return | 6.05% | 1.89%+4.2pp | 2.44%+3.6pp | 5.38%+0.7pp |
| Employer contribution / active EE | $53,000 | $17,555+201.9% | $16,208+227.0% | $22,268+138.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $20,656 | $19,916+3.7% | $17,307+19.4% | $9,035+128.6% |