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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 | $124,425+745.9% | $112,040+839.4% | $137,256+666.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.42% | 24.72%-2.3pp | 24.52%-2.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $13,557 | $3,411+297.4% | $2,954+358.9% | $4,156+226.2% |
| Participant deferral / active EE | $3,637 | $5,718-36.4% | $5,098-28.7% | $6,407-43.2% |
| Admin fee / account holder | $145,423 | $15,207+856.3% | $12,098+1102.0% | $12,270+1085.2% |