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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 | $2,658,004 | $172,111+1444.4% | $150,298+1668.5% | $137,256+1836.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.27% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $79,526 | $4,636+1615.3% | $4,154+1814.4% | $4,156+1813.5% |
| Participant deferral / active EE | $42,456 | $6,166+588.6% | $5,453+678.6% | $6,407+562.7% |
| Admin fee / account holder | $40,628 | $16,471+146.7% | $14,116+187.8% | $12,270+231.1% |