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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 | $1,808,667 | $181,062+898.9% | $158,223+1043.1% | $155,188+1065.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.71% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $70,000 | $4,565+1433.5% | $4,109+1603.7% | $4,248+1547.9% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $854 | $18,825-95.5% | $16,047-94.7% | $14,480-94.1% |