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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 | $2,363,728 | $162,136+1357.9% | $152,301+1452.0% | $154,746+1427.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.63% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $17,800 | $4,890+264.0% | $4,624+284.9% | $4,379+306.5% |
| Participant deferral / active EE | $7,833 | $8,341-6.1% | $8,004-2.1% | $6,730+16.4% |
| Admin fee / account holder | $13,605 | $15,759-13.7% | $14,398-5.5% | $14,365-5.3% |