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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 | $2,021,759 | $156,398+1192.7% | $147,318+1272.4% | $138,895+1355.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.78% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $15,000 | $4,853+209.1% | $4,593+226.6% | $4,194+257.6% |
| Participant deferral / active EE | $17,375 | $8,237+110.9% | $7,906+119.8% | $6,396+171.6% |
| Admin fee / account holder | $21,949 | $14,976+46.6% | $13,708+60.1% | $12,562+74.7% |