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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 | $2,807,002 | $209,874+1237.5% | $189,537+1381.0% | $167,536+1575.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.45% | 748.61%-730.2pp | 555.34%-536.9pp | 478.82%-460.4pp |
| Employer contribution / active EE | $46,545 | $6,913+573.3% | $6,161+655.5% | $4,839+861.9% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $149,667 | $14,299+946.7% | $12,048+1142.2% | $12,315+1115.4% |