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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 | $2,415,850 | $175,231+1278.7% | $149,696+1513.8% | $139,466+1632.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.00% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $16,800 | $5,478+206.7% | $4,821+248.5% | $4,754+253.4% |
| Participant deferral / active EE | $55,200 | $6,521+746.5% | $5,682+871.5% | $6,712+722.4% |
| Admin fee / account holder | $1,064,779 | $16,155+6491.0% | $13,212+7959.2% | $11,409+9233.1% |