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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 | $1,253,223 | $211,105+493.6% | $178,449+602.3% | $145,978+758.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.06% | 30.19%-12.1pp | 27.09%-9.0pp | 550.52%-532.5pp |
| Employer contribution / active EE | $22,234 | $4,569+386.7% | $3,951+462.8% | $4,662+376.9% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,277+385.9% | $6,690+355.9% |
| Admin fee / account holder | $10,378 | $12,017-13.6% | $10,362+0.2% | $13,400-22.6% |