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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 | $138,312+661.0% | $122,979+755.9% | $155,188+578.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 22.42% | 22.06%+0.4pp | 20.12%+2.3pp | 148.84%-126.4pp |
| Employer contribution / active EE | $13,557 | $3,530+284.0% | $3,062+342.7% | $4,248+219.2% |
| Participant deferral / active EE | $3,637 | $5,592-35.0% | $5,003-27.3% | $6,531-44.3% |
| Admin fee / account holder | $145,423 | $15,089+863.8% | $12,864+1030.4% | $14,480+904.3% |