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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 | $1,028,333 | $254,759+303.6% | $216,567+374.8% | $198,609+417.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.38% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $14,098 | $6,096+131.2% | $5,216+170.3% | $5,055+178.9% |
| Participant deferral / active EE | $17,806 | $6,948+156.3% | $6,191+187.6% | $6,977+155.2% |
| Admin fee / account holder | $12,514 | $26,311-52.4% | $21,981-43.1% | $19,030-34.2% |