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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 | $1,199,329 | $201,344+495.7% | $184,243+550.9% | $145,877+722.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.37% | 29.01%-6.6pp | 28.82%-6.5pp | 551.28%-528.9pp |
| Employer contribution / active EE | $28,302 | $7,022+303.0% | $6,427+340.4% | $4,663+507.0% |
| Participant deferral / active EE | $16,101 | $9,807+64.2% | $9,132+76.3% | $6,691+140.7% |
| Admin fee / account holder | $332 | $16,382-98.0% | $13,914-97.6% | $13,402-97.5% |