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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 | $1,493,639 | $275,752+441.7% | $256,809+481.6% | $198,609+652.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.40% | 34.81%-17.4pp | 32.73%-15.3pp | 202.70%-185.3pp |
| Employer contribution / active EE | $59,021 | $7,721+664.4% | $7,263+712.6% | $5,055+1067.5% |
| Participant deferral / active EE | $58,250 | $10,037+480.3% | $9,520+511.9% | $6,977+734.9% |
| Admin fee / account holder | $830,300 | $25,716+3128.8% | $25,146+3201.9% | $19,030+4263.0% |