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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 | $2,609,648 | $181,062+1341.3% | $158,223+1549.4% | $155,188+1581.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.09% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $15,466 | $4,565+238.8% | $4,109+276.4% | $4,248+264.1% |
| Participant deferral / active EE | $17,331 | $6,134+182.5% | $5,467+217.0% | $6,531+165.4% |
| Admin fee / account holder | $111,768 | $18,825+493.7% | $16,047+596.5% | $14,480+671.9% |