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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 | $1,351,311 | $102,609+1217.0% | $98,090+1277.6% | $138,895+872.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.84% | 36.44%-23.6pp | 37.05%-24.2pp | 145.39%-132.6pp |
| Employer contribution / active EE | $10,500 | $3,867+171.5% | $3,606+191.2% | $4,194+150.3% |
| Participant deferral / active EE | $15,500 | $8,167+89.8% | $7,845+97.6% | $6,396+142.3% |
| Admin fee / account holder | $6,016 | $11,434-47.4% | $11,815-49.1% | $12,562-52.1% |