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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 | $1,809,390 | $201,370+798.5% | $184,256+882.0% | $145,897+1140.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.31% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $25,304 | $7,024+260.3% | $6,427+293.7% | $4,663+442.7% |
| Participant deferral / active EE | $19,434 | $9,808+98.1% | $9,133+112.8% | $6,689+190.5% |
| Admin fee / account holder | $19,243 | $16,364+17.6% | $13,899+38.4% | $13,390+43.7% |