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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 | $1,107,261 | $149,754+639.4% | $118,934+831.0% | $158,931+596.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.51% | 19.95%-8.4pp | 35.88%-24.4pp | 302.86%-291.3pp |
| Employer contribution / active EE | $22,636 | $4,116+449.9% | $3,263+593.7% | $4,761+375.4% |
| Participant deferral / active EE | $15,392 | $5,224+194.6% | $4,265+260.9% | $5,982+157.3% |
| Admin fee / account holder | $17,005 | $8,603+97.7% | $6,580+158.4% | $11,247+51.2% |