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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 | $181,062+1425.0% | $158,223+1645.1% | $155,188+1679.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.13% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $23,273 | $4,565+409.9% | $4,109+466.4% | $4,248+447.9% |
| Participant deferral / active EE | $18,820 | $6,134+206.8% | $5,467+244.3% | $6,531+188.2% |
| Admin fee / account holder | $16,105 | $18,825-14.4% | $16,047+0.4% | $14,480+11.2% |