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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 | $1,052,550 | $136,860+669.1% | $120,344+774.6% | $154,746+580.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.42% | 21.38%+1.0pp | 20.30%+2.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $13,557 | $3,533+283.7% | $3,020+348.9% | $4,379+209.6% |
| Participant deferral / active EE | $3,637 | $5,793-37.2% | $5,135-29.2% | $6,730-46.0% |
| Admin fee / account holder | $145,423 | $15,393+844.8% | $12,742+1041.3% | $14,365+912.3% |