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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 | $184,014+477.7% | $161,149+559.6% | $138,895+665.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.97% | 21.52%-9.6pp | 21.16%-9.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $41,123 | $5,055+713.5% | $4,360+843.2% | $4,194+880.5% |
| Participant deferral / active EE | $27,250 | $6,909+294.4% | $6,153+342.9% | $6,396+326.0% |
| Admin fee / account holder | $27,583 | $18,027+53.0% | $15,194+81.5% | $12,562+119.6% |