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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 | $1,382,299 | $199,109+594.2% | $173,730+695.7% | $154,746+793.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.81% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $8,333 | $5,311+56.9% | $4,577+82.1% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $42,330 | $20,916+102.4% | $17,523+141.6% | $14,365+194.7% |