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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 | $1,974,010 | $185,312+965.2% | $161,489+1122.4% | $154,746+1175.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $64,734 | $4,769+1257.3% | $4,268+1416.6% | $4,379+1378.3% |
| Participant deferral / active EE | $5,000 | $6,350-21.3% | $5,630-11.2% | $6,730-25.7% |
| Admin fee / account holder | $11,783 | $18,654-36.8% | $16,006-26.4% | $14,365-18.0% |