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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 | $213,785+670.3% | $185,441+788.0% | $155,188+961.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.92% | 19.97%0pp | 20.16%-0.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $45,992 | $5,393+752.8% | $4,672+884.4% | $4,248+982.7% |
| Participant deferral / active EE | $15,664 | $6,864+128.2% | $6,152+154.6% | $6,531+139.8% |
| Admin fee / account holder | $8,086 | $21,134-61.7% | $17,890-54.8% | $14,480-44.2% |