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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 | $3,798,887 | $168,635+2152.7% | $147,617+2473.5% | $125,389+2929.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.34% | 77.65%-76.3pp | 61.98%-60.6pp | 282.24%-280.9pp |
| Employer contribution / active EE | $20,444 | $6,252+227.0% | $5,564+267.4% | $4,866+320.1% |
| Participant deferral / active EE | $18,000 | $5,507+226.9% | $4,895+267.7% | $5,352+236.3% |
| Admin fee / account holder | $84,981 | $13,580+525.8% | $11,612+631.9% | $9,541+790.7% |