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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 | $1,014,370 | $254,759+298.2% | $216,567+368.4% | $198,609+410.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.10% | 10.04%+4.1pp | 12.94%+1.2pp | 202.70%-188.6pp |
| Employer contribution / active EE | $23,729 | $6,096+289.2% | $5,216+354.9% | $5,055+369.4% |
| Participant deferral / active EE | $16,584 | $6,948+138.7% | $6,191+167.9% | $6,977+137.7% |
| Admin fee / account holder | $4,751 | $26,311-81.9% | $21,981-78.4% | $19,030-75.0% |