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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 | $1,676,234 | $184,014+810.9% | $161,149+940.2% | $138,895+1106.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.36% | 21.52%-8.2pp | 21.16%-7.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $8,325 | $5,055+64.7% | $4,360+90.9% | $4,194+98.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,256 | $18,027-59.8% | $15,194-52.2% | $12,562-42.2% |