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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 | $3,453,619 | $178,174+1838.3% | $156,181+2111.3% | $137,256+2416.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.41% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $13,069 | $4,972+162.9% | $4,294+204.4% | $4,156+214.5% |
| Participant deferral / active EE | $12,400 | $6,888+80.0% | $6,132+102.2% | $6,407+93.5% |
| Admin fee / account holder | $5,629 | $17,404-67.7% | $14,586-61.4% | $12,270-54.1% |