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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 | $1,943,998 | $148,623+1208.0% | $135,974+1329.7% | $139,466+1293.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.99% | 79.30%-46.3pp | 68.30%-35.3pp | 373.66%-340.7pp |
| Employer contribution / active EE | $2,373 | $5,246-54.8% | $4,859-51.2% | $4,754-50.1% |
| Participant deferral / active EE | $16,261 | $8,103+100.7% | $7,760+109.6% | $6,712+142.3% |
| Admin fee / account holder | $62,307 | $12,406+402.2% | $10,767+478.7% | $11,409+446.1% |