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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 | $1,264,050 | $735,639+71.8% | $659,271+91.7% | $531,493+137.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 71.0%+29.0pp | 86.9%+13.1pp |
| Annual return | 12.43% | 16.41%-4.0pp | 13.60%-1.2pp | 9.82%+2.6pp |
| Employer contribution / active EE | $2,984 | $20,095-85.2% | $18,914-84.2% | $22,221-86.6% |
| Participant deferral / active EE | $0 | $3,490-100.0% | $3,574-100.0% | $6,107-100.0% |
| Admin fee / account holder | $20,012 | $94,925-78.9% | $82,290-75.7% | $42,466-52.9% |