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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 | $1,496,667 | $127,387+1074.9% | $115,038+1201.0% | $125,389+1093.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.17% | 31.28%-26.1pp | 26.14%-21.0pp | 282.24%-277.1pp |
| Employer contribution / active EE | $18,516 | $5,166+258.4% | $4,608+301.8% | $4,866+280.5% |
| Participant deferral / active EE | $12,812 | $6,423+99.5% | $6,026+112.6% | $5,352+139.4% |
| Admin fee / account holder | $59,336 | $9,516+523.5% | $8,175+625.8% | $9,541+521.9% |