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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 | $1,403,401 | $199,109+604.8% | $173,730+707.8% | $154,746+806.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.44% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $18,595 | $5,311+250.1% | $4,577+306.2% | $4,379+324.6% |
| Participant deferral / active EE | $15,500 | $7,113+117.9% | $6,326+145.0% | $6,730+130.3% |
| Admin fee / account holder | $30,223 | $20,916+44.5% | $17,523+72.5% | $14,365+110.4% |