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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 | $110,137+1018.2% | $161,149+664.2% | $82,637+1390.3% |
| Participation rate | 88.5% | 72.4%+16.1pp | 78.8%+9.6pp | 68.1%+20.4pp |
| Annual return | 13.42% | 20.69%-7.3pp | 21.16%-7.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $21,490 | $2,856+652.4% | $4,360+392.9% | $2,552+742.0% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,343 | $9,467+30.4% | $15,194-18.8% | $7,339+68.2% |