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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 | $2,360,994 | $115,903+1937.0% | $100,528+2248.6% | $158,966+1385.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 34.28% | 34.80%-0.5pp | 30.90%+3.4pp | 302.95%-268.7pp |
| Employer contribution / active EE | $19,284 | $4,105+369.7% | $3,419+464.1% | $4,762+304.9% |
| Participant deferral / active EE | $13,000 | $6,677+94.7% | $6,271+107.3% | $5,983+117.3% |
| Admin fee / account holder | $3,904 | $11,000-64.5% | $8,084-51.7% | $11,250-65.3% |