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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 | $1,531,894 | $213,785+616.6% | $185,441+726.1% | $155,188+887.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.49% | 19.97%-5.5pp | 20.16%-5.7pp | 148.84%-134.3pp |
| Employer contribution / active EE | $46,500 | $5,393+762.2% | $4,672+895.2% | $4,248+994.7% |
| Participant deferral / active EE | $25,375 | $6,864+269.7% | $6,152+312.5% | $6,531+288.5% |
| Admin fee / account holder | $19,370 | $21,134-8.3% | $17,890+8.3% | $14,480+33.8% |