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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 | $1,872,100 | $166,268+1026.0% | $165,100+1033.9% | $145,897+1183.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 35.59% | 100.52%-64.9pp | 70.21%-34.6pp | 552.29%-516.7pp |
| Employer contribution / active EE | $42,110 | $5,284+696.9% | $4,348+868.5% | $4,663+803.1% |
| Participant deferral / active EE | $2,346 | $6,964-66.3% | $6,035-61.1% | $6,689-64.9% |
| Admin fee / account holder | $19,534 | $16,659+17.3% | $12,696+53.9% | $13,390+45.9% |