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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 | $213,785+763.2% | $185,441+895.1% | $155,188+1089.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 21.02% | 19.97%+1.1pp | 20.16%+0.9pp | 148.84%-127.8pp |
| Employer contribution / active EE | $28,577 | $5,393+429.9% | $4,672+511.6% | $4,248+572.7% |
| Participant deferral / active EE | $27,250 | $6,864+297.0% | $6,152+343.0% | $6,531+317.2% |
| Admin fee / account holder | $48,880 | $21,134+131.3% | $17,890+173.2% | $14,480+237.6% |