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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 | $1,868,405 | $124,425+1401.6% | $112,040+1567.6% | $137,256+1261.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.72% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $17,172 | $3,411+403.4% | $2,954+481.3% | $4,156+313.2% |
| Participant deferral / active EE | $9,885 | $5,718+72.9% | $5,098+93.9% | $6,407+54.3% |
| Admin fee / account holder | $1,727 | $15,207-88.6% | $12,098-85.7% | $12,270-85.9% |