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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 | $1,024,097 | $115,225+788.8% | $100,712+916.9% | $138,895+637.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.37% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $46,500 | $2,771+1578.0% | $2,313+1910.6% | $4,194+1008.7% |
| Participant deferral / active EE | $31,000 | $4,699+559.7% | $4,085+658.8% | $6,396+384.7% |
| Admin fee / account holder | $2,808 | $10,844-74.1% | $9,256-69.7% | $12,562-77.6% |