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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 | $1,595,894 | $107,666+1382.3% | $102,184+1461.8% | $154,746+931.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.58% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $28,142 | $3,846+631.7% | $3,594+683.1% | $4,379+542.6% |
| Participant deferral / active EE | $21,636 | $8,719+148.1% | $8,309+160.4% | $6,730+221.5% |
| Admin fee / account holder | $20,833 | $12,943+61.0% | $11,609+79.5% | $14,365+45.0% |