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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 | $1,875,522 | $156,398+1099.2% | $147,318+1173.1% | $138,895+1250.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 33.15% | 78.75%-45.6pp | 70.43%-37.3pp | 145.39%-112.2pp |
| Employer contribution / active EE | $20,312 | $4,853+318.5% | $4,593+342.2% | $4,194+384.3% |
| Participant deferral / active EE | $19,940 | $8,237+142.1% | $7,906+152.2% | $6,396+211.7% |
| Admin fee / account holder | $771 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |