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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 | $1,673,780 | $172,111+872.5% | $150,298+1013.6% | $137,256+1119.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.99% | 69.37%-36.4pp | 62.79%-29.8pp | 220.34%-187.3pp |
| Employer contribution / active EE | $30,764 | $4,636+563.6% | $4,154+640.6% | $4,156+640.2% |
| Participant deferral / active EE | $15,617 | $6,166+153.3% | $5,453+186.4% | $6,407+143.8% |
| Admin fee / account holder | $881 | $16,471-94.7% | $14,116-93.8% | $12,270-92.8% |