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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 | $1,407,516 | $167,362+741.0% | $143,799+878.8% | $134,532+946.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.83% | 0.47%+2.4pp | -0.04%+2.9pp | 418.27%-415.4pp |
| Employer contribution / active EE | $5,735 | $5,620+2.0% | $4,952+15.8% | $4,741+21.0% |
| Participant deferral / active EE | $7,350 | $6,447+14.0% | $5,638+30.4% | $6,401+14.8% |
| Admin fee / account holder | $49,088 | $18,094+171.3% | $14,677+234.4% | $11,429+329.5% |