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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 | $1,701,723 | $172,111+888.7% | $150,298+1032.2% | $137,256+1139.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.80% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $60,873 | $4,636+1213.0% | $4,154+1365.4% | $4,156+1364.7% |
| Participant deferral / active EE | $35,694 | $6,166+478.9% | $5,453+554.6% | $6,407+457.1% |
| Admin fee / account holder | $8,834 | $16,471-46.4% | $14,116-37.4% | $12,270-28.0% |