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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 | $1,929,389 | $154,228+1151.0% | $145,433+1226.7% | $137,256+1305.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.96% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $23,463 | $4,804+388.4% | $4,554+415.2% | $4,156+464.5% |
| Participant deferral / active EE | $14,000 | $8,216+70.4% | $7,897+77.3% | $6,407+118.5% |
| Admin fee / account holder | $1,503 | $14,344-89.5% | $13,129-88.6% | $12,270-87.8% |