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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 | $1,798,024 | $185,312+870.3% | $161,489+1013.4% | $154,746+1061.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.78% | 103.84%-85.1pp | 89.72%-70.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $15,934 | $4,769+234.1% | $4,268+273.3% | $4,379+263.9% |
| Participant deferral / active EE | $17,375 | $6,350+173.6% | $5,630+208.6% | $6,730+158.2% |
| Admin fee / account holder | $12,569 | $18,654-32.6% | $16,006-21.5% | $14,365-12.5% |