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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 | $1,716,095 | $427,750+301.2% | $416,308+312.2% | $484,799+254.0% |
| Participation rate | 100.0% | 94.2%+5.8pp | 93.1%+6.9pp | 91.1%+8.9pp |
| Annual return | 7.39% | 8.17%-0.8pp | 8.83%-1.4pp | 5.95%+1.4pp |
| Employer contribution / active EE | $25,616 | $24,272+5.5% | $24,478+4.6% | $27,493-6.8% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $77,681 | $15,117+413.9% | $14,896+421.5% | $18,209+326.6% |