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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 | $1,005,895 | $127,387+689.6% | $115,038+774.4% | $125,389+702.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.70% | 31.28%-28.6pp | 26.14%-23.4pp | 282.24%-279.5pp |
| Employer contribution / active EE | $24,863 | $5,166+381.3% | $4,608+439.6% | $4,866+410.9% |
| Participant deferral / active EE | $10,577 | $6,423+64.7% | $6,026+75.5% | $5,352+97.6% |
| Admin fee / account holder | $44,444 | $9,516+367.0% | $8,175+443.6% | $9,541+365.8% |