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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 | $2,236,738 | $185,312+1107.0% | $161,489+1285.1% | $154,746+1345.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.16% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $60,810 | $4,769+1175.1% | $4,268+1324.7% | $4,379+1288.7% |
| Participant deferral / active EE | $5,982 | $6,350-5.8% | $5,630+6.3% | $6,730-11.1% |
| Admin fee / account holder | $37,900 | $18,654+103.2% | $16,006+136.8% | $14,365+163.8% |