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 | $1,983,995 | $181,895+990.7% | $156,551+1167.3% | $273,973+624.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.93% | 30.74%-15.8pp | 32.23%-17.3pp | 41.46%-26.5pp |
| Employer contribution / active EE | $17,218 | $6,248+175.6% | $5,501+213.0% | $4,869+253.6% |
| Participant deferral / active EE | $17,983 | $5,550+224.0% | $4,871+269.2% | $5,287+240.1% |
| Admin fee / account holder | $100,256 | $15,560+544.3% | $13,028+669.5% | $10,133+889.4% |