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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 | $1,588,875 | $167,533+848.4% | $151,645+947.8% | $134,545+1080.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 24.09% | 7.81%+16.3pp | 3.34%+20.8pp | 418.37%-394.3pp |
| Employer contribution / active EE | $16,757 | $6,828+145.4% | $6,165+171.8% | $4,742+253.4% |
| Participant deferral / active EE | $22,568 | $8,985+151.2% | $8,363+169.9% | $6,401+252.5% |
| Admin fee / account holder | $40,368 | $13,781+192.9% | $11,614+247.6% | $11,431+253.2% |