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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 | $1,418,329 | $101,618+1295.7% | $93,063+1424.1% | $137,256+933.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.21% | 223.95%-203.7pp | 34.15%-13.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $46,500 | $2,707+1617.7% | $2,476+1778.0% | $4,156+1018.9% |
| Participant deferral / active EE | $23,500 | $4,279+449.2% | $3,958+493.7% | $6,407+266.8% |
| Admin fee / account holder | $10,038 | $6,198+61.9% | $6,033+66.4% | $12,270-18.2% |