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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 | $1,797,617 | $160,070+1023.0% | $147,117+1121.9% | $145,897+1132.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $6,168 | $5,285+16.7% | $4,932+25.0% | $4,663+32.3% |
| Participant deferral / active EE | $13,383 | $8,419+59.0% | $8,065+65.9% | $6,689+100.1% |
| Admin fee / account holder | $8,000 | $15,035-46.8% | $12,993-38.4% | $13,390-40.3% |