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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 | $1,100,944 | $136,860+704.4% | $120,344+814.8% | $154,746+611.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.61% | 21.38%-7.8pp | 20.30%-6.7pp | 172.34%-158.7pp |
| Employer contribution / active EE | $63,929 | $3,533+1709.5% | $3,020+2016.8% | $4,379+1359.9% |
| Participant deferral / active EE | $11,034 | $5,793+90.5% | $5,135+114.9% | $6,730+63.9% |
| Admin fee / account holder | $17,989 | $15,393+16.9% | $12,742+41.2% | $14,365+25.2% |