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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 | $700,063 | $56,894+1130.5% | $84,753+726.0% | $62,881+1013.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.81% | 6.30%+7.5pp | 22.78%-9.0pp | 20.14%-6.3pp |
| Employer contribution / active EE | $23,734 | $2,400+889.0% | $3,574+564.0% | $2,281+940.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $59,726 | $3,581+1567.9% | $5,333+1019.9% | $4,296+1290.4% |