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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 | $1,138,155 | $185,141+514.7% | $153,416+641.9% | $155,188+633.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.83% | 18.72%-5.9pp | 17.84%-5.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $15,573 | $4,489+246.9% | $3,764+313.7% | $4,248+266.6% |
| Participant deferral / active EE | $13,828 | $5,477+152.5% | $4,723+192.8% | $6,531+111.7% |
| Admin fee / account holder | $22,968 | $16,005+43.5% | $13,095+75.4% | $14,480+58.6% |