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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 | $1,115,482 | $254,759+337.9% | $216,567+415.1% | $198,609+461.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.09% | 10.04%-1.0pp | 12.94%-3.9pp | 202.70%-193.6pp |
| Employer contribution / active EE | $3,060 | $6,096-49.8% | $5,216-41.3% | $5,055-39.5% |
| Participant deferral / active EE | $21,000 | $6,948+202.2% | $6,191+239.2% | $6,977+201.0% |
| Admin fee / account holder | $10,383 | $26,311-60.5% | $21,981-52.8% | $19,030-45.4% |