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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 | $1,226,200 | $181,896+574.1% | $156,551+683.3% | $273,972+347.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.99% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $32,634 | $6,248+422.3% | $5,501+493.2% | $4,869+570.3% |
| Participant deferral / active EE | $18,233 | $5,550+228.5% | $4,871+274.3% | $5,287+244.9% |
| Admin fee / account holder | $193,021 | $15,560+1140.5% | $13,028+1381.6% | $10,133+1805.0% |