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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 | $1,845,396 | $199,109+826.8% | $173,730+962.2% | $154,746+1092.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.02% | 20.02%+1.0pp | 19.96%+1.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $28,577 | $5,311+438.0% | $4,577+524.3% | $4,379+552.6% |
| Participant deferral / active EE | $27,250 | $7,113+283.1% | $6,326+330.7% | $6,730+304.9% |
| Admin fee / account holder | $48,880 | $20,916+133.7% | $17,523+178.9% | $14,365+240.3% |