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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 | $1,924,981 | $181,062+963.2% | $158,223+1116.6% | $155,188+1140.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.20% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $24,168 | $4,565+429.4% | $4,109+488.2% | $4,248+468.9% |
| Participant deferral / active EE | $13,350 | $6,134+117.6% | $5,467+144.2% | $6,531+104.4% |
| Admin fee / account holder | $10,500 | $18,825-44.2% | $16,047-34.6% | $14,480-27.5% |