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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 | $1,128,414 | $181,896+520.4% | $156,551+620.8% | $273,972+311.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.87% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $22,949 | $6,248+267.3% | $5,501+317.2% | $4,869+371.4% |
| Participant deferral / active EE | $11,250 | $5,550+102.7% | $4,871+131.0% | $5,287+112.8% |
| Admin fee / account holder | $40,455 | $15,560+160.0% | $13,028+210.5% | $10,133+299.3% |