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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 | $335,627+257.9% | $283,941+323.0% | $428,746+180.1% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.7%+12.3pp | 88.2%+11.8pp |
| Annual return | 15.00% | 0.21%+14.8pp | 1.70%+13.3pp | 331.92%-316.9pp |
| Employer contribution / active EE | $23,115 | $7,488+208.7% | $6,503+255.5% | $8,363+176.4% |
| Participant deferral / active EE | $16,996 | $5,928+186.7% | $5,606+203.2% | $5,961+185.1% |
| Admin fee / account holder | $10,968 | $33,255-67.0% | $30,380-63.9% | $31,735-65.4% |