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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 | $1,831,015 | $185,312+888.1% | $161,489+1033.8% | $154,746+1083.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.47% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $10,000 | $4,769+109.7% | $4,268+134.3% | $4,379+128.4% |
| Participant deferral / active EE | $22,500 | $6,350+254.3% | $5,630+299.7% | $6,730+234.3% |
| Admin fee / account holder | $8,522 | $18,654-54.3% | $16,006-46.8% | $14,365-40.7% |