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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 | $1,646,790 | $184,014+794.9% | $161,149+921.9% | $138,895+1085.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.92% | 21.52%-1.6pp | 21.16%-1.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $45,992 | $5,055+809.8% | $4,360+954.8% | $4,194+996.5% |
| Participant deferral / active EE | $15,664 | $6,909+126.7% | $6,153+154.6% | $6,396+144.9% |
| Admin fee / account holder | $8,086 | $18,027-55.1% | $15,194-46.8% | $12,562-35.6% |