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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 | $172,111+1046.9% | $150,298+1213.4% | $137,256+1338.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $64,734 | $4,636+1296.3% | $4,154+1458.3% | $4,156+1457.6% |
| Participant deferral / active EE | $5,000 | $6,166-18.9% | $5,453-8.3% | $6,407-22.0% |
| Admin fee / account holder | $11,783 | $16,471-28.5% | $14,116-16.5% | $12,270-4.0% |