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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 | $172,111+944.7% | $150,298+1096.3% | $137,256+1210.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.78% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $15,934 | $4,636+243.7% | $4,154+283.6% | $4,156+283.4% |
| Participant deferral / active EE | $17,375 | $6,166+181.8% | $5,453+218.7% | $6,407+171.2% |
| Admin fee / account holder | $12,569 | $16,471-23.7% | $14,116-11.0% | $12,270+2.4% |