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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 | $1,546,259 | $254,759+507.0% | $216,567+614.0% | $198,609+678.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.09% | 10.04%+5.1pp | 12.94%+2.1pp | 202.70%-187.6pp |
| Employer contribution / active EE | $19,711 | $6,096+223.3% | $5,216+277.9% | $5,055+289.9% |
| Participant deferral / active EE | $10,818 | $6,948+55.7% | $6,191+74.7% | $6,977+55.0% |
| Admin fee / account holder | $9,230 | $26,311-64.9% | $21,981-58.0% | $19,030-51.5% |