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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 | $123,155+3227.6% | $108,753+3668.3% | $155,188+2540.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 41.91% | 44.73%-2.8pp | 37.47%+4.4pp | 148.84%-106.9pp |
| Employer contribution / active EE | $15,650 | $2,811+456.7% | $2,427+544.9% | $4,248+268.4% |
| Participant deferral / active EE | $18,850 | $4,623+307.7% | $4,115+358.1% | $6,531+188.6% |
| Admin fee / account holder | $216,667 | $12,126+1686.7% | $10,320+1999.6% | $14,480+1396.3% |