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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 | $1,842,105 | $162,136+1036.1% | $152,301+1109.5% | $154,746+1090.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.56% | 91.02%-74.5pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $20,400 | $4,890+317.2% | $4,624+341.1% | $4,379+365.9% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $2,509 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |