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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 | $3,099,915 | $162,136+1811.9% | $152,301+1935.4% | $154,746+1903.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.12% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $19,350 | $4,890+295.7% | $4,624+318.4% | $4,379+341.9% |
| Participant deferral / active EE | $19,167 | $8,341+129.8% | $8,004+139.5% | $6,730+184.8% |
| Admin fee / account holder | $60,730 | $15,759+285.4% | $14,398+321.8% | $14,365+322.8% |