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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 | $1,066,745 | $126,661+742.2% | $113,397+840.7% | $138,895+668.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.17% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $4,713 | $3,456+36.4% | $2,977+58.3% | $4,194+12.4% |
| Participant deferral / active EE | $14,289 | $5,693+151.0% | $5,076+181.5% | $6,396+123.4% |
| Admin fee / account holder | $259,802 | $14,549+1685.7% | $11,957+2072.8% | $12,562+1968.1% |