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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 | $254,759+624.4% | $216,567+752.1% | $198,609+829.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 21.02% | 10.04%+11.0pp | 12.94%+8.1pp | 202.70%-181.7pp |
| Employer contribution / active EE | $28,577 | $6,096+368.7% | $5,216+447.9% | $5,055+465.3% |
| Participant deferral / active EE | $27,250 | $6,948+292.2% | $6,191+340.2% | $6,977+290.6% |
| Admin fee / account holder | $48,880 | $26,311+85.8% | $21,981+122.4% | $19,030+156.9% |