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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 | $2,357,659 | $172,111+1269.9% | $150,298+1468.7% | $137,256+1617.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.20% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $46,000 | $4,636+892.2% | $4,154+1007.3% | $4,156+1006.8% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $7,464 | $16,471-54.7% | $14,116-47.1% | $12,270-39.2% |