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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 | $1,444,934 | $167,415+763.1% | $140,514+928.3% | $198,609+627.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.14% | 13.85%+0.3pp | 14.36%-0.2pp | 202.70%-188.6pp |
| Employer contribution / active EE | $3,373 | $4,088-17.5% | $3,378-0.2% | $5,055-33.3% |
| Participant deferral / active EE | $12,437 | $5,579+122.9% | $4,919+152.9% | $6,977+78.3% |
| Admin fee / account holder | $57,718 | $16,730+245.0% | $13,697+321.4% | $19,030+203.3% |