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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 | $1,444,934 | $124,425+1061.3% | $112,040+1189.7% | $137,256+952.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.14% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,373 | $3,411-1.1% | $2,954+14.2% | $4,156-18.8% |
| Participant deferral / active EE | $12,437 | $5,718+117.5% | $5,098+144.0% | $6,407+94.1% |
| Admin fee / account holder | $57,718 | $15,207+279.6% | $12,098+377.1% | $12,270+370.4% |