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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 | $1,481,733 | $123,793+1096.9% | $177,848+733.1% | $79,856+1755.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 29.90% | 22.82%+7.1pp | 48.33%-18.4pp | 31.71%-1.8pp |
| Employer contribution / active EE | $33,332 | $4,095+713.9% | $5,919+463.2% | $2,471+1248.8% |
| Participant deferral / active EE | $16,339 | $5,956+174.3% | $7,714+111.8% | $3,741+336.8% |
| Admin fee / account holder | $5,774 | $7,243-20.3% | $12,431-53.6% | $5,306+8.8% |