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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 | $155,555+1140.3% | $146,866+1213.7% | $155,188+1143.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.96% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $23,463 | $4,647+404.9% | $4,425+430.3% | $4,248+452.3% |
| Participant deferral / active EE | $14,000 | $8,044+74.0% | $7,759+80.4% | $6,531+114.4% |
| Admin fee / account holder | $1,503 | $14,755-89.8% | $13,620-89.0% | $14,480-89.6% |