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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 | $1,736,726 | $183,627+845.8% | $155,602+1016.1% | $145,978+1089.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.47% | 61.32%-39.8pp | 64.81%-43.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $5,896 | $5,316+10.9% | $4,675+26.1% | $4,662+26.5% |
| Participant deferral / active EE | $8,288 | $6,466+28.2% | $5,629+47.2% | $6,690+23.9% |
| Admin fee / account holder | $59,421 | $19,327+207.4% | $15,923+273.2% | $13,400+343.4% |