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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 | $1,215,523 | $211,288+475.3% | $178,540+580.8% | $145,884+733.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.13% | 30.27%-19.1pp | 27.15%-16.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $31,338 | $4,574+585.2% | $3,953+692.8% | $4,662+572.2% |
| Participant deferral / active EE | $30,000 | $6,967+330.6% | $6,281+377.7% | $6,690+348.5% |
| Admin fee / account holder | $11,067 | $12,105-8.6% | $10,424+6.2% | $13,392-17.4% |