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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 | $136,860+955.8% | $120,344+1100.7% | $154,746+833.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.14% | 21.38%-7.2pp | 20.30%-6.2pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,373 | $3,533-4.5% | $3,020+11.7% | $4,379-23.0% |
| Participant deferral / active EE | $12,437 | $5,793+114.7% | $5,135+142.2% | $6,730+84.8% |
| Admin fee / account holder | $57,718 | $15,393+275.0% | $12,742+353.0% | $14,365+301.8% |