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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 | $1,574,831 | $115,917+1258.6% | $100,535+1466.4% | $158,982+890.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.57% | 34.80%-27.2pp | 30.90%-23.3pp | 302.99%-295.4pp |
| Employer contribution / active EE | $28,213 | $4,105+587.2% | $3,419+725.3% | $4,763+492.4% |
| Participant deferral / active EE | $13,994 | $6,677+109.6% | $6,271+123.1% | $5,983+133.9% |
| Admin fee / account holder | $13,786 | $11,002+25.3% | $8,085+70.5% | $11,252+22.5% |