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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 | $1,758,719 | $148,558+1083.9% | $135,925+1193.9% | $139,427+1161.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.10% | 79.22%-63.1pp | 68.25%-52.2pp | 373.27%-357.2pp |
| Employer contribution / active EE | $39,967 | $5,244+662.2% | $4,857+722.9% | $4,752+741.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,821 | $12,401+27.6% | $10,764+47.0% | $11,404+38.7% |