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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 | $100,970+1399.7% | $96,576+1468.0% | $137,256+1003.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.06% | 38.16%-25.1pp | 38.47%-25.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $16,778 | $3,809+340.5% | $3,553+372.2% | $4,156+303.7% |
| Participant deferral / active EE | $25,053 | $8,286+202.3% | $7,956+214.9% | $6,407+291.0% |
| Admin fee / account holder | $569,475 | $11,312+4934.3% | $11,381+4903.7% | $12,270+4541.1% |