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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 | $2,262,437 | $175,259+1190.9% | $149,723+1411.1% | $139,487+1522.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.19% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $9,367 | $5,478+71.0% | $4,821+94.3% | $4,755+97.0% |
| Participant deferral / active EE | $6,758 | $6,522+3.6% | $5,682+18.9% | $6,713+0.7% |
| Admin fee / account holder | $96,238 | $16,158+495.6% | $13,215+628.3% | $11,407+743.6% |