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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 | $1,486,987 | $138,393+974.5% | $184,256+707.0% | $80,959+1736.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 25.42% | 20.01%+5.4pp | 28.85%-3.4pp | 35.67%-10.2pp |
| Employer contribution / active EE | $45,597 | $4,847+840.7% | $6,427+609.4% | $2,757+1553.8% |
| Participant deferral / active EE | $20,405 | $7,076+188.4% | $9,133+123.4% | $4,300+374.5% |
| Admin fee / account holder | $9,726 | $10,489-7.3% | $13,899-30.0% | $6,925+40.4% |