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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 | $213,785+556.5% | $185,441+656.8% | $155,188+804.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.44% | 19.97%-3.5pp | 20.16%-3.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $18,595 | $5,393+244.8% | $4,672+298.0% | $4,248+337.7% |
| Participant deferral / active EE | $15,500 | $6,864+125.8% | $6,152+152.0% | $6,531+137.3% |
| Admin fee / account holder | $30,223 | $21,134+43.0% | $17,890+68.9% | $14,480+108.7% |