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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 | $1,062,960 | $199,109+433.9% | $173,730+511.8% | $154,746+586.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.97% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $41,123 | $5,311+674.3% | $4,577+798.4% | $4,379+839.1% |
| Participant deferral / active EE | $27,250 | $7,113+283.1% | $6,326+330.7% | $6,730+304.9% |
| Admin fee / account holder | $27,583 | $20,916+31.9% | $17,523+57.4% | $14,365+92.0% |