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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 | $1,201,126 | $391,394+206.9% | $342,983+250.2% | $461,066+160.5% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 15.00% | -3.77%+18.8pp | -2.60%+17.6pp | 484.84%-469.8pp |
| Employer contribution / active EE | $23,115 | $8,803+162.6% | $7,825+195.4% | $9,163+152.3% |
| Participant deferral / active EE | $16,996 | $6,244+172.2% | $6,109+178.2% | $6,032+181.8% |
| Admin fee / account holder | $10,968 | $23,519-53.4% | $22,391-51.0% | $28,147-61.0% |