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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 | $95,959+1092.1% | $97,411+1074.3% | $138,895+723.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 15.34% | 29.30%-14.0pp | 34.72%-19.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,962 | $5,876+239.7% | $5,886+239.2% | $6,396+212.1% |
| Admin fee / account holder | $32,601 | $7,555+331.5% | $7,145+356.3% | $12,562+159.5% |