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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 | $1,278,127 | $275,752+363.5% | $256,809+397.7% | $198,609+543.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.98% | 34.81%-22.8pp | 32.73%-20.7pp | 202.70%-190.7pp |
| Employer contribution / active EE | $27,096 | $7,721+251.0% | $7,263+273.1% | $5,055+436.0% |
| Participant deferral / active EE | $6,974 | $10,037-30.5% | $9,520-26.7% | $6,9770% |
| Admin fee / account holder | $239,795 | $25,716+832.5% | $25,146+853.6% | $19,030+1160.1% |