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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 | $124,213+820.9% | $118,106+868.5% | $154,746+639.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.34% | 18.29%-2.9pp | 19.44%-4.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,962 | $6,859+191.0% | $6,619+201.6% | $6,730+196.6% |
| Admin fee / account holder | $32,601 | $9,627+238.6% | $8,973+263.3% | $14,365+126.9% |