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 | $1,226,360 | $181,895+574.2% | $156,551+683.4% | $273,973+347.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.12% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $16,533 | $6,248+164.6% | $5,501+200.5% | $4,869+239.6% |
| Participant deferral / active EE | $19,000 | $5,550+242.4% | $4,871+290.1% | $5,287+259.4% |
| Admin fee / account holder | $1,268 | $15,560-91.8% | $13,028-90.3% | $10,133-87.5% |