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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 | $1,886,732 | $185,312+918.1% | $161,489+1068.3% | $154,746+1119.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.29% | 103.84%-90.6pp | 89.72%-76.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $47,352 | $4,769+892.9% | $4,268+1009.4% | $4,379+981.3% |
| Participant deferral / active EE | $36,780 | $6,350+479.2% | $5,630+553.3% | $6,730+446.5% |
| Admin fee / account holder | $737,753 | $18,654+3854.8% | $16,006+4509.3% | $14,365+5035.7% |