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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 | $3,228,668 | $535,654+502.8% | $434,039+643.9% | $309,303+943.9% |
| Participation rate | 100.0% | 100.0%0pp | 97.1%+2.9pp | 96.2%+3.8pp |
| Annual return | 12.26% | 10.51%+1.7pp | 11.11%+1.1pp | 6.50%+5.8pp |
| Employer contribution / active EE | $54,000 | $20,432+164.3% | $18,764+187.8% | $25,613+110.8% |
| Participant deferral / active EE | $0 | $5,377-100.0% | $4,535-100.0% | $6,481-100.0% |
| Admin fee / account holder | $43,074 | $135,928-68.3% | $112,112-61.6% | $31,748+35.7% |