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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 | $199,109+676.6% | $173,730+790.0% | $154,746+899.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.09% | 20.02%-4.9pp | 19.96%-4.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $19,711 | $5,311+271.1% | $4,577+330.6% | $4,379+350.1% |
| Participant deferral / active EE | $10,818 | $7,113+52.1% | $6,326+71.0% | $6,730+60.7% |
| Admin fee / account holder | $9,230 | $20,916-55.9% | $17,523-47.3% | $14,365-35.7% |