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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 | $1,922,361 | $185,312+937.4% | $161,489+1090.4% | $154,746+1142.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.54% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,239 | $4,769-74.0% | $4,268-71.0% | $4,379-71.7% |
| Participant deferral / active EE | $30,500 | $6,350+380.3% | $5,630+441.8% | $6,730+353.2% |
| Admin fee / account holder | $15,407 | $18,654-17.4% | $16,006-3.7% | $14,365+7.3% |