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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 | $1,235,743 | $201,259+514.0% | $184,200+570.9% | $145,959+746.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.09% | 28.98%-5.9pp | 28.80%-5.7pp | 561.95%-538.9pp |
| Employer contribution / active EE | $45,610 | $7,018+549.9% | $6,424+610.0% | $4,661+878.6% |
| Participant deferral / active EE | $11,930 | $9,806+21.7% | $9,132+30.6% | $6,689+78.4% |
| Admin fee / account holder | $47,411 | $16,372+189.6% | $13,907+240.9% | $13,398+253.9% |