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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 | $1,942,302 | $160,040+1113.6% | $147,096+1220.4% | $145,877+1231.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.98% | 98.49%-73.5pp | 419.75%-394.8pp | 551.28%-526.3pp |
| Employer contribution / active EE | $18,947 | $5,289+258.2% | $4,936+283.9% | $4,663+306.3% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,691+203.9% |
| Admin fee / account holder | $1,228 | $15,050-91.8% | $13,005-90.6% | $13,402-90.8% |