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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 | $1,417,073 | $136,860+935.4% | $120,344+1077.5% | $154,746+815.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.74% | 21.38%-4.6pp | 20.30%-3.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $15,262 | $3,533+332.0% | $3,020+405.3% | $4,379+248.5% |
| Participant deferral / active EE | $12,400 | $5,793+114.0% | $5,135+141.5% | $6,730+84.2% |
| Admin fee / account holder | $68,914 | $15,393+347.7% | $12,742+440.9% | $14,365+379.7% |