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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 | $1,043,602 | $670,669+55.6% | $646,305+61.5% | $534,210+95.4% |
| Participation rate | 100.0% | 94.1%+5.9pp | 91.9%+8.1pp | 89.6%+10.4pp |
| Annual return | 22.48% | 8.89%+13.6pp | 8.68%+13.8pp | 10.40%+12.1pp |
| Employer contribution / active EE | $3,957 | $23,417-83.1% | $22,738-82.6% | $19,440-79.6% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $15,469 | $18,821-17.8% | $18,028-14.2% | $14,821+4.4% |