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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 | $1,721,436 | $143,969+1095.7% | $199,883+761.2% | $82,637+1983.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 13.49% | 25.67%-12.2pp | 43.81%-30.3pp | 53.51%-40.0pp |
| Employer contribution / active EE | $44,450 | $4,632+859.6% | $6,261+609.9% | $2,552+1641.7% |
| Participant deferral / active EE | $20,619 | $6,937+197.2% | $9,138+125.6% | $4,126+399.7% |
| Admin fee / account holder | $21,991 | $14,597+50.6% | $17,268+27.4% | $7,339+199.7% |