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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 | $1,031,862 | $106,280+870.9% | $96,538+968.9% | $139,487+639.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.64% | 38.48%-21.8pp | 35.74%-19.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $17,580 | $4,107+328.1% | $3,740+370.0% | $4,755+269.7% |
| Participant deferral / active EE | $16,169 | $5,457+196.3% | $4,880+231.3% | $6,713+140.9% |
| Admin fee / account holder | $7,258 | $7,888-8.0% | $6,737+7.7% | $11,407-36.4% |