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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 | $1,638,828 | $117,904+1290.0% | $102,457+1499.5% | $145,978+1022.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 67.23% | 31.80%+35.4pp | 29.41%+37.8pp | 550.52%-483.3pp |
| Employer contribution / active EE | $20,772 | $3,613+474.9% | $3,022+587.3% | $4,662+345.6% |
| Participant deferral / active EE | $24,633 | $5,733+329.6% | $5,054+387.4% | $6,690+268.2% |
| Admin fee / account holder | $6,811 | $13,329-48.9% | $9,451-27.9% | $13,400-49.2% |