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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 | $2,761,123 | $172,111+1504.3% | $150,298+1737.1% | $137,256+1911.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.13% | 69.37%-57.2pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $23,273 | $4,636+402.0% | $4,154+460.2% | $4,156+460.0% |
| Participant deferral / active EE | $18,820 | $6,166+205.2% | $5,453+245.1% | $6,407+193.7% |
| Admin fee / account holder | $16,105 | $16,471-2.2% | $14,116+14.1% | $12,270+31.3% |