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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 | $227,399+690.7% | $189,758+847.5% | $198,609+805.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.78% | 61.03%-42.3pp | 52.62%-33.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $15,934 | $5,526+188.3% | $4,767+234.3% | $5,055+215.2% |
| Participant deferral / active EE | $17,375 | $6,837+154.1% | $5,856+196.7% | $6,977+149.0% |
| Admin fee / account holder | $12,569 | $25,162-50.1% | $20,388-38.4% | $19,030-34.0% |