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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 | $185,312+1334.3% | $161,489+1545.9% | $154,746+1617.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.27% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $79,526 | $4,769+1567.5% | $4,268+1763.2% | $4,379+1716.0% |
| Participant deferral / active EE | $42,456 | $6,350+568.6% | $5,630+654.1% | $6,730+530.8% |
| Admin fee / account holder | $40,628 | $18,654+117.8% | $16,006+153.8% | $14,365+182.8% |