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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 | $1,944,277 | $156,398+1143.2% | $147,318+1219.8% | $138,895+1299.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 47.47% | 78.75%-31.3pp | 70.43%-23.0pp | 145.39%-97.9pp |
| Employer contribution / active EE | $25,187 | $4,853+419.0% | $4,593+448.4% | $4,194+500.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $165,932 | $14,976+1008.0% | $13,708+1110.5% | $12,562+1220.9% |