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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 | $1,660,594 | $154,228+976.7% | $145,433+1041.8% | $137,256+1109.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.01% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $14,428 | $4,804+200.3% | $4,554+216.8% | $4,156+247.2% |
| Participant deferral / active EE | $18,918 | $8,216+130.2% | $7,897+139.5% | $6,407+195.3% |
| Admin fee / account holder | $7,652 | $14,344-46.7% | $13,129-41.7% | $12,270-37.6% |