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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 | $1,852,224 | $181,062+923.0% | $158,223+1070.6% | $155,188+1093.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 47.32% | 57.39%-10.1pp | 52.09%-4.8pp | 148.84%-101.5pp |
| Employer contribution / active EE | $38,825 | $4,565+750.6% | $4,109+844.9% | $4,248+814.0% |
| Participant deferral / active EE | $28,609 | $6,134+366.4% | $5,467+423.3% | $6,531+338.0% |
| Admin fee / account holder | $119,443 | $18,825+534.5% | $16,047+644.3% | $14,480+724.9% |