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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 | $1,170,855 | $199,109+488.0% | $173,730+573.9% | $154,746+656.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.86% | 20.02%-8.2pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $17,664 | $5,311+232.6% | $4,577+285.9% | $4,379+303.4% |
| Participant deferral / active EE | $15,108 | $7,113+112.4% | $6,326+138.8% | $6,730+124.5% |
| Admin fee / account holder | $2,742 | $20,916-86.9% | $17,523-84.4% | $14,365-80.9% |