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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 | $1,787,385 | $227,399+686.0% | $189,758+841.9% | $198,609+800.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.00% | 61.03%-43.0pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $39,389 | $5,526+612.8% | $4,767+726.4% | $5,055+679.2% |
| Participant deferral / active EE | $22,119 | $6,837+223.5% | $5,856+277.7% | $6,977+217.0% |
| Admin fee / account holder | $14,995 | $25,162-40.4% | $20,388-26.4% | $19,030-21.2% |