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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 | $1,646,462 | $369,662+345.4% | $366,691+349.0% | $430,769+282.2% |
| Participation rate | 100.0% | 91.0%+9.0pp | 89.1%+10.9pp | 90.6%+9.4pp |
| Annual return | 64.58% | 4.14%+60.4pp | 4.33%+60.3pp | 10.77%+53.8pp |
| Employer contribution / active EE | $29,954 | $20,741+44.4% | $20,650+45.1% | $26,022+15.1% |
| Participant deferral / active EE | $0 | $11,019-100.0% | $10,692-100.0% | $6,968-100.0% |
| Admin fee / account holder | $51,197 | $28,289+81.0% | $27,257+87.8% | $18,309+179.6% |