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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 | $1,491,759 | $107,733+1284.7% | $92,985+1504.3% | $154,746+864.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.15% | 30.39%-14.2pp | 27.99%-11.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $10,000 | $3,126+219.9% | $2,662+275.6% | $4,379+128.4% |
| Participant deferral / active EE | $15,133 | $5,053+199.5% | $4,377+245.8% | $6,730+124.9% |
| Admin fee / account holder | $8,860 | $11,369-22.1% | $9,463-6.4% | $14,365-38.3% |