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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 | $211,105+475.8% | $178,449+581.2% | $145,978+732.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.13% | 30.19%-19.1pp | 27.09%-16.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $31,338 | $4,569+585.9% | $3,951+693.2% | $4,662+572.2% |
| Participant deferral / active EE | $30,000 | $6,959+331.1% | $6,277+378.0% | $6,690+348.5% |
| Admin fee / account holder | $11,067 | $12,017-7.9% | $10,362+6.8% | $13,400-17.4% |