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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 | $1,468,549 | $167,352+777.5% | $143,788+921.3% | $134,509+991.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 14.48% | 0.47%+14.0pp | -0.03%+14.5pp | 418.13%-403.7pp |
| Employer contribution / active EE | $40,500 | $5,620+620.6% | $4,952+717.9% | $4,741+754.3% |
| Participant deferral / active EE | $23,275 | $6,447+261.0% | $5,638+312.8% | $6,400+263.7% |
| Admin fee / account holder | $1,607 | $18,091-91.1% | $14,675-89.1% | $11,427-85.9% |