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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 | $3,818,106 | $748,074+410.4% | $676,505+464.4% | $859,867+344.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.4%+28.6pp | 85.0%+15.0pp |
| Annual return | 9.82% | 6.06%+3.8pp | 7.76%+2.1pp | 11.50%-1.7pp |
| Employer contribution / active EE | $0 | $13,604-100.0% | $12,651-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $0 | $2,901-100.0% | $2,707-100.0% | $7,004-100.0% |
| Admin fee / account holder | $41,364 | $17,199+140.5% | $15,480+167.2% | $31,890+29.7% |