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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 | $1,976,957 | $172,111+1048.7% | $150,298+1215.4% | $137,256+1340.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.15% | 69.37%-37.2pp | 62.79%-30.6pp | 220.34%-188.2pp |
| Employer contribution / active EE | $18,459 | $4,636+298.1% | $4,154+344.4% | $4,156+344.2% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $942 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |