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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 | $1,485,608 | $254,759+483.1% | $216,567+586.0% | $198,609+648.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.44% | 10.04%+8.4pp | 12.94%+5.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $13,250 | $6,096+117.3% | $5,216+154.0% | $5,055+162.1% |
| Participant deferral / active EE | $20,000 | $6,948+187.9% | $6,191+223.1% | $6,977+186.7% |
| Admin fee / account holder | $2,768 | $26,311-89.5% | $21,981-87.4% | $19,030-85.5% |