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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 | $1,908,876 | $182,442+946.3% | $163,379+1068.4% | $138,895+1274.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 23.22% | 72.74%-49.5pp | 63.41%-40.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $32,917 | $4,159+691.4% | $3,752+777.2% | $4,194+684.8% |
| Participant deferral / active EE | $26,000 | $6,817+281.4% | $6,282+313.9% | $6,396+306.5% |
| Admin fee / account holder | $43,558 | $10,396+319.0% | $9,818+343.7% | $12,562+246.7% |