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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 | $3,027,909 | $181,062+1572.3% | $158,223+1813.7% | $155,188+1851.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.65% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $8,179 | $4,565+79.2% | $4,109+99.1% | $4,248+92.6% |
| Participant deferral / active EE | $10,167 | $6,134+65.7% | $5,467+86.0% | $6,531+55.7% |
| Admin fee / account holder | $139,316 | $18,825+640.1% | $16,047+768.2% | $14,480+862.1% |