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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 | $1,017,040 | $124,425+717.4% | $112,040+807.7% | $137,256+641.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.56% | 24.72%-4.2pp | 24.52%-4.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $16,534 | $3,411+384.7% | $2,954+459.7% | $4,156+297.8% |
| Participant deferral / active EE | $11,945 | $5,718+108.9% | $5,098+134.3% | $6,407+86.4% |
| Admin fee / account holder | $303,382 | $15,207+1895.1% | $12,098+2407.7% | $12,270+2372.5% |