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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 | $1,266,242 | $88,996+1322.8% | $78,004+1523.3% | $138,895+811.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 19.41% | 28.03%-8.6pp | 31.07%-11.7pp | 145.39%-126.0pp |
| Employer contribution / active EE | $36,383 | $2,917+1147.3% | $2,469+1373.7% | $4,194+767.4% |
| Participant deferral / active EE | $23,000 | $4,724+386.9% | $4,092+462.1% | $6,396+259.6% |
| Admin fee / account holder | $7,576 | $8,807-14.0% | $7,5780% | $12,562-39.7% |