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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 | $181,062+990.2% | $158,223+1147.6% | $155,188+1172.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.49% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $64,734 | $4,565+1318.1% | $4,109+1475.5% | $4,248+1423.9% |
| Participant deferral / active EE | $5,000 | $6,134-18.5% | $5,467-8.5% | $6,531-23.4% |
| Admin fee / account holder | $11,783 | $18,825-37.4% | $16,047-26.6% | $14,480-18.6% |