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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 | $2,056,461 | $183,627+1019.9% | $155,602+1221.6% | $145,978+1308.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $58,000 | $5,316+991.0% | $4,675+1140.6% | $4,662+1144.2% |
| Participant deferral / active EE | $5,625 | $6,466-13.0% | $5,629-0.1% | $6,690-15.9% |
| Admin fee / account holder | $1,753 | $19,327-90.9% | $15,923-89.0% | $13,400-86.9% |