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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 | $1,231,585 | $136,860+799.9% | $120,344+923.4% | $154,746+695.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.30% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.0pp |
| Employer contribution / active EE | $19,841 | $3,533+461.6% | $3,020+557.0% | $4,379+353.1% |
| Participant deferral / active EE | $15,112 | $5,793+160.8% | $5,135+194.3% | $6,730+124.5% |
| Admin fee / account holder | $1,175 | $15,393-92.4% | $12,742-90.8% | $14,365-91.8% |