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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 | $2,872,735 | $208,088+1280.5% | $186,193+1442.9% | $154,746+1756.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.28% | 89.97%-75.7pp | 78.03%-63.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $34,590 | $4,340+697.0% | $3,918+782.8% | $4,379+689.9% |
| Participant deferral / active EE | $7,800 | $7,078+10.2% | $6,513+19.8% | $6,730+15.9% |
| Admin fee / account holder | $20,090 | $11,698+71.7% | $11,058+81.7% | $14,365+39.9% |