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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 | $1,011,980 | $118,496+754.0% | $98,461+927.8% | $139,466+625.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 18.96%-6.4pp | 21.17%-8.6pp | 373.66%-361.1pp |
| Employer contribution / active EE | $20,000 | $3,611+453.9% | $3,049+556.0% | $4,754+320.7% |
| Participant deferral / active EE | $22,000 | $5,393+307.9% | $4,738+364.3% | $6,712+227.8% |
| Admin fee / account holder | $29,204 | $14,056+107.8% | $8,961+225.9% | $11,409+156.0% |