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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 | $1,025,659 | $275,752+271.9% | $256,809+299.4% | $198,609+416.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.08% | 34.81%-22.7pp | 32.73%-20.6pp | 202.70%-190.6pp |
| Employer contribution / active EE | $16,667 | $7,721+115.9% | $7,263+129.5% | $5,055+229.7% |
| Participant deferral / active EE | $10,804 | $10,037+7.6% | $9,520+13.5% | $6,977+54.9% |
| Admin fee / account holder | $53,653 | $25,716+108.6% | $25,146+113.4% | $19,030+181.9% |