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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 | $2,195,724 | $223,823+881.0% | $211,142+939.9% | $154,746+1318.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.75% | 50.39%-31.6pp | 46.84%-28.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $26,307 | $6,787+287.6% | $6,442+308.4% | $4,379+500.8% |
| Participant deferral / active EE | $20,716 | $9,750+112.5% | $9,284+123.1% | $6,730+207.8% |
| Admin fee / account holder | $2,293 | $19,707-88.4% | $19,076-88.0% | $14,365-84.0% |