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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 | $1,845,396 | $178,174+935.7% | $156,181+1081.6% | $137,256+1244.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.02% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $28,577 | $4,972+474.8% | $4,294+565.5% | $4,156+587.6% |
| Participant deferral / active EE | $27,250 | $6,888+295.6% | $6,132+344.4% | $6,407+325.3% |
| Admin fee / account holder | $48,880 | $17,404+180.9% | $14,586+235.1% | $12,270+298.4% |