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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 | $2,654,731 | $201,370+1218.3% | $184,256+1340.8% | $145,897+1719.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $18,673 | $7,024+165.9% | $6,427+190.5% | $4,663+300.5% |
| Participant deferral / active EE | $26,750 | $9,808+172.7% | $9,133+192.9% | $6,689+299.9% |
| Admin fee / account holder | $92,570 | $16,364+465.7% | $13,899+566.0% | $13,390+591.3% |