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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 | $1,118,409 | $132,310+745.3% | $105,754+957.6% | $273,972+308.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 50.71% | 10.08%+40.6pp | 12.25%+38.5pp | 41.46%+9.3pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,041 | $6,233-51.2% | $5,326-42.9% | $5,287-42.5% |
| Admin fee / account holder | $12,126 | $12,036+0.7% | $8,309+45.9% | $10,133+19.7% |