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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 | $2,707,894 | $211,239+1181.9% | $178,528+1416.8% | $145,877+1756.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.88% | 30.22%-19.3pp | 27.11%-16.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $52,363 | $4,570+1045.8% | $3,950+1225.5% | $4,663+1023.0% |
| Participant deferral / active EE | $41,500 | $6,963+496.0% | $6,278+561.0% | $6,691+520.3% |
| Admin fee / account holder | $9,168 | $12,095-24.2% | $10,419-12.0% | $13,402-31.6% |