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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 | $1,308,888 | $106,588+1128.0% | $94,215+1289.3% | $155,188+743.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 24.52% | 29.39%-4.9pp | 28.22%-3.7pp | 148.84%-124.3pp |
| Employer contribution / active EE | $35,978 | $3,080+1068.3% | $2,675+1244.9% | $4,248+747.0% |
| Participant deferral / active EE | $23,406 | $4,802+387.4% | $4,276+447.4% | $6,531+258.4% |
| Admin fee / account holder | $15,252 | $12,281+24.2% | $10,216+49.3% | $14,480+5.3% |