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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 | $2,761,123 | $227,399+1114.2% | $189,758+1355.1% | $198,609+1290.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.13% | 61.03%-48.9pp | 52.62%-40.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $23,273 | $5,526+321.1% | $4,767+388.3% | $5,055+360.4% |
| Participant deferral / active EE | $18,820 | $6,837+175.3% | $5,856+221.4% | $6,977+169.7% |
| Admin fee / account holder | $16,105 | $25,162-36.0% | $20,388-21.0% | $19,030-15.4% |