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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 | $209,336+948.9% | $197,124+1013.9% | $137,256+1499.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.75% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $26,307 | $6,591+299.2% | $6,227+322.4% | $4,156+533.0% |
| Participant deferral / active EE | $20,716 | $9,614+115.5% | $9,135+126.8% | $6,407+223.3% |
| Admin fee / account holder | $2,293 | $17,308-86.8% | $16,298-85.9% | $12,270-81.3% |