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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 | $4,098,129 | $112,729+3535.4% | $98,716+4051.4% | $137,256+2885.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 41.91% | 38.48%+3.4pp | 31.81%+10.1pp | 220.34%-178.4pp |
| Employer contribution / active EE | $15,650 | $2,725+474.3% | $2,279+586.8% | $4,156+276.6% |
| Participant deferral / active EE | $18,850 | $4,640+306.2% | $4,048+365.7% | $6,407+194.2% |
| Admin fee / account holder | $216,667 | $10,129+2039.2% | $8,703+2389.6% | $12,270+1665.8% |