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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 | $1,231,529 | $114,712+973.6% | $173,730+608.9% | $87,485+1307.7% |
| Participation rate | 88.5% | 73.0%+15.5pp | 79.6%+8.9pp | 68.9%+19.5pp |
| Annual return | 13.42% | 20.18%-6.8pp | 19.96%-6.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $21,490 | $2,904+640.0% | $4,577+369.5% | $2,596+727.7% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,343 | $10,210+20.9% | $17,523-29.6% | $7,775+58.8% |