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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 | $1,633,718 | $275,752+492.5% | $256,809+536.2% | $198,609+722.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.14% | 34.81%-19.7pp | 32.73%-17.6pp | 202.70%-187.6pp |
| Employer contribution / active EE | $24,935 | $7,721+223.0% | $7,263+243.3% | $5,055+393.2% |
| Participant deferral / active EE | $23,596 | $10,037+135.1% | $9,520+147.9% | $6,977+238.2% |
| Admin fee / account holder | $19,893 | $25,716-22.6% | $25,146-20.9% | $19,030+4.5% |