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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 | $124,980+3179.0% | $108,359+3682.0% | $154,746+2548.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 41.91% | 45.00%-3.1pp | 36.89%+5.0pp | 172.34%-130.4pp |
| Employer contribution / active EE | $15,650 | $2,851+449.0% | $2,399+552.2% | $4,379+257.4% |
| Participant deferral / active EE | $18,850 | $4,743+297.4% | $4,137+355.6% | $6,730+180.1% |
| Admin fee / account holder | $216,667 | $11,502+1783.8% | $9,741+2124.3% | $14,365+1408.3% |