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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 | $2,219,430 | $138,312+1504.7% | $122,979+1704.7% | $155,188+1330.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.23% | 22.06%-7.8pp | 20.12%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $38,084 | $3,530+978.8% | $3,062+1143.6% | $4,248+796.6% |
| Participant deferral / active EE | $10,333 | $5,592+84.8% | $5,003+106.5% | $6,531+58.2% |
| Admin fee / account holder | $82,757 | $15,089+448.5% | $12,864+543.3% | $14,480+471.5% |