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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 | $107,733+1114.9% | $92,985+1307.6% | $154,746+745.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 24.52% | 30.39%-5.9pp | 27.99%-3.5pp | 172.34%-147.8pp |
| Employer contribution / active EE | $35,978 | $3,126+1050.8% | $2,662+1251.5% | $4,379+721.6% |
| Participant deferral / active EE | $23,406 | $5,053+363.2% | $4,377+434.8% | $6,730+247.8% |
| Admin fee / account holder | $15,252 | $11,369+34.1% | $9,463+61.2% | $14,365+6.2% |