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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 | $1,813,659 | $114,013+1490.8% | $103,693+1649.1% | $155,188+1068.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.78% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $30,566 | $3,131+876.2% | $2,920+946.7% | $4,248+619.6% |
| Participant deferral / active EE | $20,667 | $4,970+315.8% | $4,579+351.3% | $6,531+216.4% |
| Admin fee / account holder | $9,173 | $8,407+9.1% | $7,858+16.7% | $14,480-36.7% |