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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 | $1,743,206 | $154,228+1030.3% | $145,433+1098.6% | $137,256+1170.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.60% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $37,632 | $4,804+683.3% | $4,554+726.3% | $4,156+805.5% |
| Participant deferral / active EE | $5,952 | $8,216-27.6% | $7,897-24.6% | $6,407-7.1% |
| Admin fee / account holder | $73,298 | $14,344+411.0% | $13,129+458.3% | $12,270+497.4% |