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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 | $1,763,255 | $148,629+1086.3% | $135,982+1196.7% | $139,487+1164.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.33% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $14,126 | $5,247+169.2% | $4,859+190.7% | $4,755+197.1% |
| Participant deferral / active EE | $26,000 | $8,102+220.9% | $7,760+235.1% | $6,713+287.3% |
| Admin fee / account holder | $15,236 | $12,406+22.8% | $10,767+41.5% | $11,407+33.6% |