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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 | $1,079,596 | $156,398+590.3% | $147,318+632.8% | $138,895+677.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.59% | 78.75%-61.2pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $36,118 | $4,853+644.2% | $4,593+686.4% | $4,194+761.1% |
| Participant deferral / active EE | $7,424 | $8,237-9.9% | $7,906-6.1% | $6,396+16.1% |
| Admin fee / account holder | $30,836 | $14,976+105.9% | $13,708+125.0% | $12,562+145.5% |