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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 | $1,143,902 | $152,074+652.2% | $137,474+732.1% | $198,609+476.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 15.34% | 10.68%+4.7pp | 11.53%+3.8pp | 202.70%-187.4pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19,962 | $6,522+206.1% | $6,155+224.3% | $6,977+186.1% |
| Admin fee / account holder | $32,601 | $11,950+172.8% | $10,602+207.5% | $19,030+71.3% |