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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 | $1,830,544 | $148,623+1131.7% | $135,974+1246.2% | $139,466+1212.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.24% | 79.30%-53.1pp | 68.30%-42.1pp | 373.66%-347.4pp |
| Employer contribution / active EE | $30,000 | $5,246+471.8% | $4,859+517.4% | $4,754+531.1% |
| Participant deferral / active EE | $43,500 | $8,103+436.9% | $7,760+460.6% | $6,712+548.1% |
| Admin fee / account holder | $7,857 | $12,406-36.7% | $10,767-27.0% | $11,409-31.1% |