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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 | $1,514,282 | $107,666+1306.5% | $102,184+1381.9% | $154,746+878.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.06% | 29.33%-16.3pp | 31.58%-18.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $16,778 | $3,846+336.2% | $3,594+366.9% | $4,379+283.1% |
| Participant deferral / active EE | $25,053 | $8,719+187.3% | $8,309+201.5% | $6,730+272.2% |
| Admin fee / account holder | $569,475 | $12,943+4299.7% | $11,609+4805.6% | $14,365+3864.3% |