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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 | $1,395,567 | $108,911+1181.4% | $100,392+1290.1% | $145,884+856.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 58.23%-47.2pp | 49.45%-38.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $24,826 | $4,420+461.7% | $3,941+529.9% | $4,662+432.5% |
| Participant deferral / active EE | $18,788 | $8,459+122.1% | $8,090+132.2% | $6,690+180.8% |
| Admin fee / account holder | $6,827 | $9,698-29.6% | $7,904-13.6% | $13,392-49.0% |