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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 | $1,403,022 | $935,851+49.9% | $865,637+62.1% | $474,542+195.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 80.9%+19.1pp | 87.2%+12.8pp |
| Annual return | 10.51% | 12.28%-1.8pp | 10.03%+0.5pp | 7.51%+3.0pp |
| Employer contribution / active EE | $5,924 | $25,736-77.0% | $24,586-75.9% | $27,752-78.7% |
| Participant deferral / active EE | $0 | $4,171-100.0% | $4,220-100.0% | $6,403-100.0% |
| Admin fee / account holder | $33,163 | $14,646+126.4% | $13,124+152.7% | $6,133+440.8% |