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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 | $1,081,265 | $167,362+546.1% | $143,799+651.9% | $134,532+703.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 12.55% | 0.47%+12.1pp | -0.04%+12.6pp | 418.27%-405.7pp |
| Employer contribution / active EE | $11,899 | $5,620+111.7% | $4,952+140.3% | $4,741+151.0% |
| Participant deferral / active EE | $24,833 | $6,447+285.2% | $5,638+340.4% | $6,401+288.0% |
| Admin fee / account holder | $5,647 | $18,094-68.8% | $14,677-61.5% | $11,429-50.6% |