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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 | $159,934+1114.4% | $147,005+1221.2% | $145,959+1230.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.98% | 98.24%-73.3pp | 418.76%-393.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $18,947 | $5,287+258.3% | $4,934+284.0% | $4,661+306.5% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $1,228 | $15,053-91.8% | $13,006-90.6% | $13,398-90.8% |