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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 | $1,644,925 | $227,399+623.4% | $189,758+766.9% | $198,609+728.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.29% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $20,504 | $5,526+271.0% | $4,767+330.2% | $5,055+305.6% |
| Participant deferral / active EE | $17,576 | $6,837+157.1% | $5,856+200.1% | $6,977+151.9% |
| Admin fee / account holder | $9,161 | $25,162-63.6% | $20,388-55.1% | $19,030-51.9% |